BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
+4.26%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$136M
AUM Growth
+$4.41M
(+3.3%)
Cap. Flow
-$190K
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
38.7%
Holding
749
New
42
Increased
101
Reduced
130
Closed
42
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$494K |
| 2 |
First Financial Bancorp
FFBC
|
+$377K |
| 3 |
American Express
AXP
|
+$225K |
| 4 |
AbbVie
ABBV
|
+$207K |
| 5 |
Eli Lilly
LLY
|
+$186K |
Top Sells
| 1 |
MSFG
MainSource Financial Group Inc
MSFG
|
+$324K |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$299K |
| 3 |
MON
Monsanto Co
MON
|
+$244K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$208K |
| 5 |
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% |
