BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
This Quarter Return
+14.99%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$479M
AUM Growth
+$479M
(+17%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
3.04%
Top 10 Holdings %
Top 10 Hldgs %
59.5%
Holding
243
New
18
Increased
107
Reduced
53
Closed
3
Top Buys
Top Sells
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
$19.9M |
| 2 |
Dimensional International Value ETF
DFIV
|
$4.67M |
| 3 |
Global X Variable Rate Preferred ETF
PFFV
|
$1.46M |
| 4 |
O'Reilly Automotive
ORLY
|
$456K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$317K |
Sector Composition
| 1 | Healthcare | 34.41% |
| 2 | Technology | 8.26% |
| 3 | Financials | 3.49% |
| 4 | Consumer Staples | 2.39% |
| 5 | Consumer Discretionary | 2.34% |
