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
26
$901K 0.66%
6,776
+812
27
$877K 0.65%
5,496
-18
28
$864K 0.64%
6,149
-1,481
29
$854K 0.63%
5,703
-636
30
$842K 0.62%
24,459
-1,014
31
$759K 0.56%
4,842
+9
32
$746K 0.55%
13,273
33
$730K 0.54%
17,297
+1,196
34
$725K 0.53%
4,410
-30
35
$714K 0.53%
13,200
+150
36
$701K 0.52%
9,080
-7
37
$694K 0.51%
5,172
+123
38
$666K 0.49%
21,735
+12,303
39
$665K 0.49%
7,176
+2,235
40
$661K 0.49%
11,877
+57
41
$640K 0.47%
5,588
-228
42
$614K 0.45%
14,700
43
$596K 0.44%
13,587
+21
44
$594K 0.44%
11,869
-58
45
$580K 0.43%
4,183
46
$572K 0.42%
4,287
-375
47
$559K 0.41%
5,705
+2,296
48
$558K 0.41%
19,557
-375
49
$536K 0.39%
11,311
+84
50
$535K 0.39%
9,423
-46
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