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
151
$161K 0.12%
10,000
152
$160K 0.12%
5,922
153
$159K 0.12%
4,462
-161
154
$159K 0.12%
1,306
155
$158K 0.12%
2,626
-189
156
$157K 0.12%
1,361
+9
157
$155K 0.11%
8,290
158
$155K 0.11%
8,440
+948
159
$147K 0.11%
2,279
+267
160
$147K 0.11%
1,762
161
$141K 0.1%
639
162
$141K 0.1%
2,429
+78
163
$139K 0.1%
3,151
+5
164
$139K 0.1%
4,177
-62
165
$138K 0.1%
4,908
-4,532
166
$137K 0.1%
473
-6
167
$137K 0.1%
1,256
168
$132K 0.1%
1,977
169
$132K 0.1%
4,562
+382
170
$130K 0.1%
2,806
-650
171
$129K 0.09%
1,898
+577
172
$129K 0.09%
1,750
173
$124K 0.09%
4,328
174
$119K 0.09%
933
175
$119K 0.09%
2,302
5 6
7
8 9