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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
$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
551
$10K ﹤0.01%
500
552
$10K ﹤0.01%
273
553
$10K ﹤0.01%
400
554
$10K ﹤0.01%
76
555
$10K ﹤0.01%
6
556
$10K ﹤0.01%
+75
557
$10K ﹤0.01%
153
558
$10K ﹤0.01%
150
559
$9K ﹤0.01%
+555
560
$9K ﹤0.01%
665
561
$9K ﹤0.01%
41
562
$9K ﹤0.01%
88
563
$9K ﹤0.01%
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564
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565
$9K ﹤0.01%
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566
$9K ﹤0.01%
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+21
567
$9K ﹤0.01%
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568
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570
$9K ﹤0.01%
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571
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$9K ﹤0.01%
285
573
$9K ﹤0.01%
78
574
$9K ﹤0.01%
134
+35
575
$9K ﹤0.01%
1,389
21 22
23
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