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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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
+$384K
3
+$226K
4
ABBV icon
AbbVie
ABBV
+$218K
5
LLY icon
Eli Lilly
LLY
+$179K

Top Sells

1
+$324K
2
+$299K
3
+$244K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$207K
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
651
$1K ﹤0.01%
10
652
$1K ﹤0.01%
2
653
$1K ﹤0.01%
94
654
$1K ﹤0.01%
22
655
$1K ﹤0.01%
22
656
$1K ﹤0.01%
42
657
$1K ﹤0.01%
11
658
$1K ﹤0.01%
20
659
$1K ﹤0.01%
49
660
$1K ﹤0.01%
13
661
$1K ﹤0.01%
20
662
$1K ﹤0.01%
78
663
$1K ﹤0.01%
37
664
$1K ﹤0.01%
120
665
$1K ﹤0.01%
42
666
$1K ﹤0.01%
10
667
$1K ﹤0.01%
29
668
$1K ﹤0.01%
43
669
$1K ﹤0.01%
29
670
$1K ﹤0.01%
81
671
$1K ﹤0.01%
39
672
$1K ﹤0.01%
10
673
$1K ﹤0.01%
95
674
– –
-375
675
– –
-374
25 26
27
28 29