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
176
$118K 0.09%
1,286
177
$116K 0.09%
+5,000
178
$116K 0.09%
1,487
179
$115K 0.08%
824
+1
180
$113K 0.08%
1,044
181
$112K 0.08%
2,600
182
$106K 0.08%
505
+5
183
$106K 0.08%
8,546
184
$104K 0.08%
2,186
185
$104K 0.08%
9,397
+5
186
$104K 0.08%
5,682
+78
187
$103K 0.08%
1,144
188
$102K 0.08%
330
189
$102K 0.08%
922
+1
190
$101K 0.07%
4,441
-330
191
$101K 0.07%
1,444
192
$100K 0.07%
1,636
193
$100K 0.07%
1,088
-27
194
$99K 0.07%
1,429
195
$98K 0.07%
1,700
196
$97K 0.07%
3,520
197
$97K 0.07%
5,277
198
$96K 0.07%
1,892
+1,770
199
$95K 0.07%
1,943
+152
200
$94K 0.07%
873
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8
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