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
626
$2K ﹤0.01%
22
627
$2K ﹤0.01%
22
628
$2K ﹤0.01%
112
629
$2K ﹤0.01%
36
630
$2K ﹤0.01%
22
631
$2K ﹤0.01%
20
632
$2K ﹤0.01%
+16
633
$2K ﹤0.01%
50
634
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50
635
$2K ﹤0.01%
18
636
$2K ﹤0.01%
390
637
$2K ﹤0.01%
40
638
$2K ﹤0.01%
+115
639
$2K ﹤0.01%
331
640
$2K ﹤0.01%
81
641
$2K ﹤0.01%
150
642
$2K ﹤0.01%
20
643
$1K ﹤0.01%
20
644
$1K ﹤0.01%
49
645
$1K ﹤0.01%
13
646
$1K ﹤0.01%
20
647
$1K ﹤0.01%
63
648
$1K ﹤0.01%
12
649
$1K ﹤0.01%
10
650
$1K ﹤0.01%
2
24 25
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27 28