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
726
$6K ﹤0.01%
36
727
$6K ﹤0.01%
100
728
$6K ﹤0.01%
92
729
$6K ﹤0.01%
289
730
$6K ﹤0.01%
37
731
$6K ﹤0.01%
303
732
$6K ﹤0.01%
+50
733
$5K ﹤0.01%
30
734
$5K ﹤0.01%
+58
735
$5K ﹤0.01%
180
+99
736
$5K ﹤0.01%
70
737
$5K ﹤0.01%
+297
738
$5K ﹤0.01%
170
739
$5K ﹤0.01%
101
740
$5K ﹤0.01%
46
741
$5K ﹤0.01%
98
742
$5K ﹤0.01%
24
743
$5K ﹤0.01%
59
744
$5K ﹤0.01%
194
745
$5K ﹤0.01%
15
746
$5K ﹤0.01%
295
747
$5K ﹤0.01%
35
748
$5K ﹤0.01%
+461
749
$5K ﹤0.01%
400
750
$5K ﹤0.01%
17