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
$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
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810
+18
536
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537
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74
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538
$17K 0.01%
33
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539
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540
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58
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543
$17K 0.01%
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544
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548
$17K 0.01%
132
549
$17K 0.01%
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550
$17K 0.01%
936
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