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
826
$3K ﹤0.01%
+251
827
$3K ﹤0.01%
+300
828
$3K ﹤0.01%
165
829
$3K ﹤0.01%
150
830
$2K ﹤0.01%
14
831
$2K ﹤0.01%
100
832
$2K ﹤0.01%
139
833
$2K ﹤0.01%
45
834
$2K ﹤0.01%
3
835
$2K ﹤0.01%
150
836
$2K ﹤0.01%
12
837
$2K ﹤0.01%
15
838
$2K ﹤0.01%
9
839
$2K ﹤0.01%
15
840
$2K ﹤0.01%
+12
841
$2K ﹤0.01%
8
842
$2K ﹤0.01%
46
843
$2K ﹤0.01%
66
844
$2K ﹤0.01%
26
845
$2K ﹤0.01%
25
846
$2K ﹤0.01%
8
847
$2K ﹤0.01%
25
848
$2K ﹤0.01%
33
849
$2K ﹤0.01%
20
850
$2K ﹤0.01%
20
32 33
34
35 36