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
276
$50K 0.03%
1,332
277
$50K 0.03%
418
278
$50K 0.03%
1,208
+6
279
$49K 0.03%
581
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280
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281
$48K 0.03%
1,745
+945
282
$47K 0.03%
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283
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2,551
-1,842
284
$46K 0.03%
1,373
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285
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286
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287
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750
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288
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284
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291
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292
$43K 0.03%
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293
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295
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296
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1,000
297
$41K 0.03%
345
298
$41K 0.03%
600
299
$41K 0.03%
256
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300
$41K 0.03%
1,332
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12
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