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
101
$293K 0.22%
5,292
-84
102
$290K 0.21%
7,078
103
$288K 0.21%
3,659
-26
104
$282K 0.21%
5,620
105
$281K 0.21%
4,201
106
$278K 0.2%
2,342
107
$278K 0.2%
4,428
108
$276K 0.2%
4,000
109
$275K 0.2%
6,391
-82
110
$274K 0.2%
6,254
111
$272K 0.2%
1,481
-23
112
$268K 0.2%
12,937
-1
113
$268K 0.2%
10,061
+2
114
$267K 0.2%
24,288
115
$265K 0.19%
2,414
-48
116
$262K 0.19%
19,677
117
$259K 0.19%
6,300
118
$242K 0.18%
3,035
+167
119
$242K 0.18%
1,825
+356
120
$231K 0.17%
5,246
+236
121
$227K 0.17%
2,012
-48
122
$222K 0.16%
1,980
123
$220K 0.16%
4,754
+853
124
$216K 0.16%
1,171
125
$215K 0.16%
1,050
3 4
5
6 7