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
$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
801
$3K ﹤0.01%
+65
802
$3K ﹤0.01%
27
803
$3K ﹤0.01%
33
-18
804
$3K ﹤0.01%
174
-325
805
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49
806
$3K ﹤0.01%
10
807
$3K ﹤0.01%
40
808
$3K ﹤0.01%
+104
809
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57
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810
$3K ﹤0.01%
200
811
$3K ﹤0.01%
266
812
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813
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815
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95
816
$3K ﹤0.01%
96
817
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818
$3K ﹤0.01%
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20
820
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275
821
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823
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824
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12
825
$3K ﹤0.01%
+200
31 32
33
34 35