BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
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
726
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727
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728
$0 ﹤0.01%
3
729
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2
730
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731
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732
$0 ﹤0.01%
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733
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5
734
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735
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0
736
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737
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738
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-7
739
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740
$0 ﹤0.01%
5
741
$0 ﹤0.01%
56
-4
742
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743
– –
-7,968
744
$0 ﹤0.01%
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