BFC

Bedel Financial Consulting Portfolio holdings

AUM $732M
1-Year Est. Return 3.43%
This Quarter Est. Return
1 Year Est. Return
+3.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$1.02M
3 +$668K
4
JNJ icon
Johnson & Johnson
JNJ
+$589K
5
XOM icon
Exxon Mobil
XOM
+$586K

Top Sells

1 +$11.9M
2 +$473K
3 +$412K
4
TGT icon
Target
TGT
+$222K
5
LLY icon
Eli Lilly
LLY
+$190K

Sector Composition

1 Healthcare 29%
2 Technology 11.21%
3 Financials 6.56%
4 Consumer Discretionary 5.41%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$25K 0.01%
396
477
$25K 0.01%
150
478
$24K 0.01%
127
+113
479
$24K 0.01%
87
480
$24K 0.01%
44
481
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1,338
482
$24K 0.01%
1,526
483
$24K 0.01%
+1,500
484
$24K 0.01%
63
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485
$24K 0.01%
276
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486
$24K 0.01%
526
487
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488
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400
489
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752
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490
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491
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260
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283
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493
$23K 0.01%
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494
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$22K 0.01%
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499
$22K 0.01%
200
500
$22K 0.01%
2,920
+1,920