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
201
$93K 0.07%
1,388
-34
202
$91K 0.07%
1,308
-43
203
$90K 0.07%
1,255
-650
204
$90K 0.07%
8,170
-5,522
205
$88K 0.06%
4,000
206
$88K 0.06%
1,398
-30
207
$86K 0.06%
1,609
208
$85K 0.06%
539
-291
209
$84K 0.06%
600
210
$84K 0.06%
14,200
+8,000
211
$83K 0.06%
652
+1
212
$82K 0.06%
1,679
213
$82K 0.06%
606
214
$81K 0.06%
741
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215
$81K 0.06%
5,036
216
$79K 0.06%
12,440
217
$77K 0.06%
532
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218
$76K 0.06%
1,796
219
$76K 0.06%
340
-1
220
$75K 0.06%
628
221
$75K 0.06%
7,004
222
$74K 0.05%
2,263
-100
223
$74K 0.05%
5,719
224
$73K 0.05%
1,500
225
$73K 0.05%
323
-4
7 8
9
10 11