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
576
$4K ﹤0.01%
50
577
$4K ﹤0.01%
105
578
$4K ﹤0.01%
144
+69
579
$4K ﹤0.01%
66
580
$4K ﹤0.01%
171
-54
581
$4K ﹤0.01%
60
582
$4K ﹤0.01%
100
583
$4K ﹤0.01%
154
+1
584
$4K ﹤0.01%
100
585
$4K ﹤0.01%
60
586
$4K ﹤0.01%
79
587
$3K ﹤0.01%
1,210
588
$3K ﹤0.01%
58
589
$3K ﹤0.01%
325
590
$3K ﹤0.01%
48
-15
591
$3K ﹤0.01%
+68
592
$3K ﹤0.01%
34
593
$3K ﹤0.01%
19
594
$3K ﹤0.01%
53
595
$3K ﹤0.01%
100
596
$3K ﹤0.01%
104
-34
597
$3K ﹤0.01%
95
598
$3K ﹤0.01%
96
599
$3K ﹤0.01%
79
-25
600
$3K ﹤0.01%
500
22 23
24
25 26