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
$157M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$250K
2
+$233K
3
+$233K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$215K
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$197K

Top Sells

1
+$413K
2
+$203K
3
+$153K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$92.1K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$90.3K

Sector Composition

1 Healthcare 35.42%
2 Financials 8.3%
3 Technology 8.26%
4 Consumer Staples 5.39%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$71K 0.05%
418
227
$71K 0.05%
+165
228
$71K 0.05%
5,036
229
$70K 0.04%
952
230
$69K 0.04%
316
231
$69K 0.04%
+2,766
232
$68K 0.04%
3,058
+1,028
233
$67K 0.04%
5,312
234
$67K 0.04%
985
235
$67K 0.04%
3,082
+103
236
$66K 0.04%
805
237
$65K 0.04%
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238
$65K 0.04%
630
239
$64K 0.04%
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240
$64K 0.04%
1,239
241
$63K 0.04%
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242
$63K 0.04%
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243
$62K 0.04%
662
244
$62K 0.04%
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245
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246
$62K 0.04%
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247
$61K 0.04%
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248
$61K 0.04%
651
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249
$60K 0.04%
200
250
$60K 0.04%
1,462
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10
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