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
526
$19K 0.01%
1,067
+16
527
$18K 0.01%
1,210
528
$18K 0.01%
100
529
$18K 0.01%
100
530
$18K 0.01%
500
531
$18K 0.01%
395
532
$18K 0.01%
1,236
+17
533
$18K 0.01%
210
+1
534
$18K 0.01%
642
535
$18K 0.01%
810
+18
536
$18K 0.01%
+40
537
$18K 0.01%
74
+63
538
$17K 0.01%
58
+9
539
$17K 0.01%
+123
540
$17K 0.01%
76
+51
541
$17K 0.01%
91
542
$17K 0.01%
+542
543
$17K 0.01%
551
544
$17K 0.01%
+183
545
$17K 0.01%
132
546
$17K 0.01%
202
547
$17K 0.01%
33
+28
548
$17K 0.01%
+150
549
$17K 0.01%
412
550
$17K 0.01%
936