BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$900K
3 +$380K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$331K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$321K

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
-1,786