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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
251
$233K 0.03%
1,944
+32
252
$232K 0.03%
3,084
+58
253
$230K 0.03%
2,883
+6
254
$229K 0.03%
2,767
255
$228K 0.03%
+8,526
256
$227K 0.03%
3,993
-342
257
$227K 0.03%
5,102
258
$220K 0.03%
4,359
-832
259
$219K 0.03%
9,071
+351
260
$218K 0.03%
773
261
$217K 0.03%
11,866
262
$217K 0.03%
+2,842
263
$217K 0.03%
+2,136
264
$216K 0.03%
301
265
$215K 0.03%
+439
266
$215K 0.03%
+8,695
267
$214K 0.03%
5,666
+3
268
$214K 0.03%
+1,091
269
$212K 0.03%
+2,230
270
$212K 0.03%
3,534
271
$211K 0.03%
+424
272
$209K 0.03%
+1,358
273
$209K 0.03%
1,827
-88
274
$207K 0.03%
12,937
275
$207K 0.03%
+6,224
8 9 10
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