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
51
$528K 0.39%
5,013
-10
52
$523K 0.38%
9,406
+592
53
$521K 0.38%
9,420
+4
54
$517K 0.38%
2,660
+233
55
$497K 0.37%
20,488
-2,469
56
$494K 0.36%
+4,867
57
$492K 0.36%
5,621
-25
58
$475K 0.35%
4,975
-67
59
$475K 0.35%
18,066
60
$474K 0.35%
1,898
-142
61
$464K 0.34%
3,419
-19
62
$463K 0.34%
5,738
-457
63
$461K 0.34%
12,156
64
$458K 0.34%
4,686
65
$450K 0.33%
5,395
-97
66
$447K 0.33%
12,540
67
$446K 0.33%
8,000
+220
68
$434K 0.32%
11,902
69
$431K 0.32%
4,128
70
$417K 0.31%
12,744
71
$414K 0.3%
8,059
+1,040
72
$410K 0.3%
19,284
73
$401K 0.29%
21,960
+705
74
$401K 0.29%
7,975
-58
75
$374K 0.28%
15,190
+516
1 2
3
4 5