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
551
$5K ﹤0.01%
2,388
552
$5K ﹤0.01%
430
553
$5K ﹤0.01%
185
-253
554
$5K ﹤0.01%
63
555
$5K ﹤0.01%
41
556
$5K ﹤0.01%
69
557
$5K ﹤0.01%
77
-25
558
$5K ﹤0.01%
92
559
$5K ﹤0.01%
100
560
$5K ﹤0.01%
4
561
$5K ﹤0.01%
92
562
$5K ﹤0.01%
142
563
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100
564
$4K ﹤0.01%
33
565
$4K ﹤0.01%
34
566
$4K ﹤0.01%
25
567
$4K ﹤0.01%
+99
568
$4K ﹤0.01%
178
569
$4K ﹤0.01%
30
-10
570
$4K ﹤0.01%
149
571
$4K ﹤0.01%
59
572
$4K ﹤0.01%
30
573
$4K ﹤0.01%
76
574
$4K ﹤0.01%
123
575
$4K ﹤0.01%
120
-36
21 22
23
24 25