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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$1.51M
3
+$1.19M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$739K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$580K

Top Sells

1
+$301K
2
+$215K
3
+$213K
4
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$212K
5
PRU icon
Prudential Financial
PRU
+$211K

Sector Composition

1 Healthcare 33.98%
2 Technology 7.87%
3 Financials 4.49%
4 Communication Services 1.89%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$277K 0.04%
1,176
+2
227
$276K 0.04%
3,786
228
$274K 0.04%
4,000
229
$273K 0.03%
2,841
230
$269K 0.03%
10,513
231
$266K 0.03%
2,535
232
$266K 0.03%
1,231
+209
233
$264K 0.03%
1,683
234
$263K 0.03%
5,842
+12
235
$256K 0.03%
+3,963
236
$255K 0.03%
9,191
-319
237
$250K 0.03%
2,247
+22
238
$250K 0.03%
3,692
-124
239
$248K 0.03%
5,908
240
$246K 0.03%
5,006
+29
241
$244K 0.03%
+1,730
242
$242K 0.03%
+2,000
243
$241K 0.03%
2,364
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244
$240K 0.03%
3,575
245
$240K 0.03%
5,540
-2,611
246
$239K 0.03%
4,883
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247
$238K 0.03%
7,136
-392
248
$235K 0.03%
2,122
249
$234K 0.03%
6,644
-341
250
$234K 0.03%
3,076
+30
8 9
10
11 12