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
$929M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$3.38M
3
+$2.32M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.85M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.54M

Top Sells

1
+$723K
2
+$656K
3
+$592K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$481K
5
AAPL icon
Apple
AAPL
+$441K

Sector Composition

1 Healthcare 39.69%
2 Technology 6.48%
3 Financials 3.91%
4 Communication Services 1.75%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
251
GE Vernova
GEV
$286B
$240K 0.03%
367
+32
WWJD icon
252
Inspire International ETF
WWJD
$510M
$239K 0.03%
6,560
-84
XLI icon
253
State Street Industrial Select Sector SPDR ETF
XLI
$30.9B
$237K 0.03%
1,527
+169
IXUS icon
254
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
$234K 0.03%
2,767
XLY icon
255
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$233K 0.03%
1,948
+4
IBD icon
256
Inspire Corporate Bond ETF
IBD
$467M
$232K 0.03%
9,605
+534
NI icon
257
NiSource
NI
$22.6B
$231K 0.02%
5,540
BIBL icon
258
Inspire 100 ETF
BIBL
$455M
$231K 0.02%
5,110
+8
JIG icon
259
JPMorgan International Growth ETF
JIG
$445M
$228K 0.02%
3,110
+26
WAT icon
260
Waters Corp
WAT
$32.9B
$228K 0.02%
+600
QBTS icon
261
D-Wave Quantum
QBTS
$7.94B
$227K 0.02%
8,695
MCK icon
262
McKesson
MCK
$88.6B
$227K 0.02%
+277
ELCV
263
Eventide High Dividend ETF
ELCV
$223M
$226K 0.02%
8,533
+7
EVRG icon
264
Evergy
EVRG
$19B
$223K 0.02%
3,076
AZN icon
265
AstraZeneca
AZN
$291B
$221K 0.02%
+2,400
IHI icon
266
iShares US Medical Devices ETF
IHI
$3.04B
$220K 0.02%
3,534
HBNC icon
267
Horizon Bancorp
HBNC
$911M
$219K 0.02%
12,937
IYW icon
268
iShares US Technology ETF
IYW
$23.8B
$218K 0.02%
1,091
VOT icon
269
Vanguard Mid-Cap Growth ETF
VOT
$18.5B
$217K 0.02%
+779
IYH icon
270
iShares US Healthcare ETF
IYH
$2.81B
$217K 0.02%
+3,327
DUHP icon
271
Dimensional US High Profitability ETF
DUHP
$11.8B
$216K 0.02%
5,669
+3
PRU icon
272
Prudential Financial
PRU
$35.6B
$214K 0.02%
+1,900
WELL icon
273
Welltower
WELL
$155B
$214K 0.02%
1,153
NKE icon
274
Nike
NKE
$62.7B
$213K 0.02%
3,347
-3,747
EXC icon
275
Exelon
EXC
$45.3B
$213K 0.02%
+4,889
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