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
651
$9K ﹤0.01%
52
652
$9K ﹤0.01%
212
653
$9K ﹤0.01%
+676
654
$9K ﹤0.01%
154
655
$9K ﹤0.01%
+400
656
$9K ﹤0.01%
458
657
$9K ﹤0.01%
160
658
$9K ﹤0.01%
300
659
$9K ﹤0.01%
57
660
$9K ﹤0.01%
63
661
$9K ﹤0.01%
99
662
$9K ﹤0.01%
730
663
$9K ﹤0.01%
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664
$9K ﹤0.01%
120
665
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500
667
$8K ﹤0.01%
60
668
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160
669
$8K ﹤0.01%
74
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670
$8K ﹤0.01%
200
671
$8K ﹤0.01%
160
672
$8K ﹤0.01%
248
673
$8K ﹤0.01%
81
674
$8K ﹤0.01%
130
675
$8K ﹤0.01%
+300