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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$1.51M
3
+$1.19M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$739K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$580K

Top Sells

1
+$301K
2
+$215K
3
+$213K
4
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$212K
5
PRU icon
Prudential Financial
PRU
+$211K

Sector Composition

1 Healthcare 33.98%
2 Technology 7.87%
3 Financials 4.49%
4 Communication Services 1.89%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.49M 0.57%
15,972
+474
27
$4.34M 0.56%
54,352
-1,053
28
$4.18M 0.53%
50,302
+2,790
29
$4.02M 0.51%
16,500
-105
30
$3.99M 0.51%
86,418
+977
31
$3.71M 0.47%
19,066
-106
32
$3.54M 0.45%
36,693
+1,484
33
$3.52M 0.45%
60,415
+10,180
34
$3.39M 0.43%
10,330
-294
35
$3.13M 0.4%
14,234
+277
36
$3.02M 0.39%
7,141
-17
37
$2.92M 0.37%
12,597
+30
38
$2.91M 0.37%
12,029
+2
39
$2.81M 0.36%
24,593
+108
40
$2.69M 0.34%
82,306
+472
41
$2.69M 0.34%
26,081
+216
42
$2.64M 0.34%
14,212
+334
43
$2.58M 0.33%
52,291
+11
44
$2.55M 0.33%
4,158
+281
45
$2.52M 0.32%
22,354
+800
46
$2.47M 0.32%
26,439
+1,503
47
$2.3M 0.29%
22,614
+2,074
48
$2.27M 0.29%
62,055
-84
49
$2.26M 0.29%
5,571
+34
50
$2.22M 0.28%
34,002
-5
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2
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