We are live on ! Find out more
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
$225M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.23M
3
+$326K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$194K
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$173K

Top Sells

1
+$545K
2
+$280K
3
+$182K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$120K
5
V icon
Visa
V
+$99.9K

Sector Composition

1 Healthcare 29.14%
2 Technology 11.36%
3 Financials 6.22%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$16K 0.01%
220
477
$16K 0.01%
+551
478
$16K 0.01%
+950
479
$16K 0.01%
404
-76
480
$16K 0.01%
4
481
$16K 0.01%
1,219
+19
482
$16K 0.01%
264
483
$16K 0.01%
792
+6
484
$16K 0.01%
105
485
$16K 0.01%
533
-3,117
486
$16K 0.01%
200
487
$16K 0.01%
1,051
+20
488
$16K 0.01%
100
489
$16K 0.01%
100
490
$15K 0.01%
188
491
$15K 0.01%
160
492
$15K 0.01%
523
+71
493
$15K 0.01%
91
494
$15K 0.01%
430
495
$15K 0.01%
209
+1
496
$15K 0.01%
412
497
$15K 0.01%
800
+100
498
$15K 0.01%
1,022
-1,000
499
$14K 0.01%
146
500
$14K 0.01%
63
18 19
20
21 22