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
$136M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$377K
3
+$225K
4
ABBV icon
AbbVie
ABBV
+$207K
5
LLY icon
Eli Lilly
LLY
+$186K

Top Sells

1
+$324K
2
+$299K
3
+$244K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$208K
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
76
$372K 0.27%
10,900
77
$369K 0.27%
5,929
78
$361K 0.27%
3,481
-845
79
$350K 0.26%
4,428
80
$350K 0.26%
4,301
+42
81
$347K 0.26%
2,117
82
$343K 0.25%
6,460
83
$341K 0.25%
9,600
84
$339K 0.25%
4,457
+2
85
$338K 0.25%
31,230
+2,676
86
$334K 0.25%
2,470
87
$334K 0.25%
5,120
-1,350
88
$325K 0.24%
3,335
89
$324K 0.24%
1,651
+39
90
$324K 0.24%
1,917
+1
91
$323K 0.24%
3,863
+69
92
$321K 0.24%
1,721
93
$317K 0.23%
3,354
94
$316K 0.23%
3,720
+660
95
$311K 0.23%
6,450
96
$302K 0.22%
4,331
-85
97
$302K 0.22%
2,101
-35
98
$300K 0.22%
2,115
99
$299K 0.22%
18,216
100
$298K 0.22%
2,931
-115
2 3
4
5 6