BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$377K
3
+$225K
4
ABBV icon
AbbVie
ABBV
+$207K
5
LLY icon
Eli Lilly
LLY
+$186K

Top Sells

1
+$324K
2
+$299K
3
+$244K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$208K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$148K

Sector Composition

1 Healthcare 29.66%
2 Financials 9.64%
3 Technology 8.33%
4 Industrials 5.76%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$13K 0.01%
1,000
452
$12K 0.01%
422
453
$12K 0.01%
+91
454
$12K 0.01%
259
+1
455
$12K 0.01%
267
456
$12K 0.01%
285
457
$12K 0.01%
1,743
458
$12K 0.01%
245
459
$12K 0.01%
500
460
$12K 0.01%
209
461
$12K 0.01%
750
462
$12K 0.01%
151
463
$11K 0.01%
87
464
$11K 0.01%
210
-287
465
$11K 0.01%
273
466
$11K 0.01%
35
-9
467
$11K 0.01%
201
+1
468
$11K 0.01%
+406
469
$11K 0.01%
+181
470
$11K 0.01%
93
471
$10K 0.01%
100
472
$10K 0.01%
253
473
$10K 0.01%
59
-18
474
$10K 0.01%
100
475
$10K 0.01%
41
17 18
19
20 21