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
351
$28K 0.02%
3,500
352
$28K 0.02%
236
353
$27K 0.02%
2,100
354
$27K 0.02%
3,895
355
$27K 0.02%
1,745
356
$27K 0.02%
822
357
$27K 0.02%
504
358
$27K 0.02%
737
359
$27K 0.02%
611
360
$26K 0.02%
+436
361
$26K 0.02%
60
362
$26K 0.02%
450
363
$26K 0.02%
1,322
364
$26K 0.02%
274
-150
365
$26K 0.02%
400
366
$26K 0.02%
222
367
$25K 0.02%
989
368
$25K 0.02%
200
369
$24K 0.02%
204
370
$24K 0.02%
964
371
$24K 0.02%
1,160
372
$24K 0.02%
396
373
$24K 0.02%
1,077
374
$23K 0.01%
665
375
$23K 0.01%
200
13 14
15
16 17