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
251
$59K 0.04%
1,366
+403
252
$57K 0.04%
284
-41
253
$57K 0.04%
705
254
$57K 0.04%
4,058
+38
255
$57K 0.04%
1,486
256
$56K 0.04%
945
257
$56K 0.04%
890
258
$55K 0.04%
1,451
259
$54K 0.03%
285
260
$54K 0.03%
658
+2
261
$54K 0.03%
250
262
$54K 0.03%
1,510
263
$54K 0.03%
3,560
264
$54K 0.03%
544
265
$54K 0.03%
1,896
266
$53K 0.03%
325
267
$53K 0.03%
1,479
268
$53K 0.03%
1,934
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269
$53K 0.03%
837
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270
$52K 0.03%
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271
$52K 0.03%
524
272
$51K 0.03%
1,141
+7
273
$51K 0.03%
1,325
274
$51K 0.03%
1,187
275
$51K 0.03%
1,951
+534
9 10
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