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
126
$214K 0.16%
4,620
127
$214K 0.16%
3,101
128
$210K 0.15%
626
+1
129
$209K 0.15%
4,428
+85
130
$209K 0.15%
2,316
131
$206K 0.15%
1,258
+85
132
$205K 0.15%
837
+9
133
$204K 0.15%
2,383
-17
134
$201K 0.15%
2,816
135
$200K 0.15%
2,158
+6
136
$199K 0.15%
13,912
137
$198K 0.15%
832
-15
138
$196K 0.14%
2,426
+17
139
$192K 0.14%
3,950
-18
140
$191K 0.14%
843
141
$189K 0.14%
1,707
-20
142
$188K 0.14%
1,773
-17
143
$185K 0.14%
1,365
-405
144
$185K 0.14%
5,435
-122
145
$183K 0.13%
1,174
-113
146
$179K 0.13%
4,135
+2
147
$179K 0.13%
2,624
+200
148
$177K 0.13%
974
149
$170K 0.13%
5,076
+1,542
150
$166K 0.12%
467
4 5
6
7 8