BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
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
576
$5K ﹤0.01%
41
577
$5K ﹤0.01%
166
+1
578
$5K ﹤0.01%
92
579
$5K ﹤0.01%
100
580
$5K ﹤0.01%
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581
$5K ﹤0.01%
4
582
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583
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584
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+1
585
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50
586
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904
587
$4K ﹤0.01%
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588
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589
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590
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25
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+250
592
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+157
595
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37
+12
596
$4K ﹤0.01%
93
597
$4K ﹤0.01%
1,210
598
$4K ﹤0.01%
170
599
$4K ﹤0.01%
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600
$4K ﹤0.01%
102
22 23
24
25 26