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
676
$8K ﹤0.01%
25
677
$8K ﹤0.01%
100
678
$8K ﹤0.01%
25
679
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219
680
$8K ﹤0.01%
268
+38
681
$8K ﹤0.01%
1,164
682
$8K ﹤0.01%
+150
683
$8K ﹤0.01%
500
684
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136
+21
685
$8K ﹤0.01%
149
686
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614
+6
687
$7K ﹤0.01%
62
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$7K ﹤0.01%
160
689
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129
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135
-80
691
$7K ﹤0.01%
160
692
$7K ﹤0.01%
+100
693
$7K ﹤0.01%
1,013
+912
694
$7K ﹤0.01%
+31
695
$7K ﹤0.01%
+1,500
696
$7K ﹤0.01%
15
697
$7K ﹤0.01%
176
+2
698
$7K ﹤0.01%
642
+600
699
$7K ﹤0.01%
+54
700
$7K ﹤0.01%
144