BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
+11.6%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$322M
AUM Growth
+$30.3M
(+10%)
Cap. Flow
-$350K
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
52.59%
Holding
1,121
New
90
Increased
249
Reduced
128
Closed
58
Top Buys
Top Sells
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$2.43M |
| 2 |
JPMorgan Chase
JPM
|
+$529K |
| 3 |
Eli Lilly
LLY
|
+$486K |
| 4 |
Home Depot
HD
|
+$281K |
| 5 |
NiSource
NI
|
+$259K |
Sector Composition
| 1 | Healthcare | 33.45% |
| 2 | Technology | 12.75% |
| 3 | Financials | 6.05% |
| 4 | Consumer Discretionary | 4.79% |
| 5 | Industrials | 3.71% |
