BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
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
476
$11K 0.01%
253
477
$11K 0.01%
59
478
$11K 0.01%
100
479
$11K 0.01%
600
480
$11K 0.01%
422
481
$11K 0.01%
220
482
$11K 0.01%
300
483
$11K 0.01%
267
484
$11K 0.01%
200
485
$11K 0.01%
289
486
$10K 0.01%
131
+17
487
$10K 0.01%
259
488
$10K 0.01%
259
489
$10K 0.01%
85
490
$10K 0.01%
285
491
$10K 0.01%
259
492
$10K 0.01%
152
493
$10K 0.01%
266
494
$10K 0.01%
1,166
495
$9K 0.01%
372
496
$9K 0.01%
171
497
$9K 0.01%
225
498
$9K 0.01%
159
499
$9K 0.01%
198
500
$9K 0.01%
204
18 19
20
21 22