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
851
$2K ﹤0.01%
26
852
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853
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854
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856
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20
857
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38
858
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36
859
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861
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+100
862
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+100
863
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864
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865
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866
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15
867
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868
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869
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32
870
$2K ﹤0.01%
390
871
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303
+63
872
$1K ﹤0.01%
11
873
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20
874
$1K ﹤0.01%
+20
875
$1K ﹤0.01%
+40
33 34
35
36 37