BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Est. Return
3.43%
1 Year Est. Return
+3.43%
AUM
$732M
AUM Growth
+$35.4M
(+5.1%)
Holding
276
Top Buys
| 1 | +$2.07M | |
| 2 | +$950K | |
| 3 | +$433K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$357K |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$322K |
Top Sells
| 1 | +$590K | |
| 2 | +$336K | |
| 3 | +$232K | |
| 4 |
Innovator US Equity Ultra Buffer ETF May
UMAY
|
+$202K |
| 5 |
UnitedHealth
UNH
|
+$193K |
Sector Composition
| 1 | Healthcare | 36.95% |
| 2 | Technology | 7.23% |
| 3 | Financials | 4.5% |
| 4 | Consumer Discretionary | 1.84% |
| 5 | Communication Services | 1.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
276
Innovator US Equity Ultra Buffer ETF May
UMAY
$61.7M
| – | – |
-6,017
|
|