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
626
$11K ﹤0.01%
273
627
$11K ﹤0.01%
76
628
$11K ﹤0.01%
200
629
$11K ﹤0.01%
55
630
$11K ﹤0.01%
410
631
$11K ﹤0.01%
75
632
$11K ﹤0.01%
+2,400
633
$11K ﹤0.01%
200
634
$10K ﹤0.01%
+44
635
$10K ﹤0.01%
160
+1
636
$10K ﹤0.01%
+100
637
$10K ﹤0.01%
+107
638
$10K ﹤0.01%
+195
639
$10K ﹤0.01%
683
+9
640
$10K ﹤0.01%
+40
641
$10K ﹤0.01%
75
642
$10K ﹤0.01%
352
+32
643
$10K ﹤0.01%
78
644
$10K ﹤0.01%
542
+238
645
$10K ﹤0.01%
500
646
$10K ﹤0.01%
+1,000
647
$10K ﹤0.01%
158
648
$10K ﹤0.01%
+1,000
649
$9K ﹤0.01%
555
650
$9K ﹤0.01%
41