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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
$157M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$227K
3
+$224K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$205K
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$194K

Top Sells

1
+$387K
2
+$203K
3
+$150K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$90.8K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$89.4K

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
601
$4K ﹤0.01%
+157
602
$3K ﹤0.01%
+53
603
$3K ﹤0.01%
84
604
$3K ﹤0.01%
34
605
$3K ﹤0.01%
124
606
$3K ﹤0.01%
33
607
$3K ﹤0.01%
357
-9
608
$3K ﹤0.01%
81
-409
609
$3K ﹤0.01%
58
610
$3K ﹤0.01%
201
611
$3K ﹤0.01%
48
612
$3K ﹤0.01%
25
613
$3K ﹤0.01%
55
614
$3K ﹤0.01%
53
615
$3K ﹤0.01%
123
616
$3K ﹤0.01%
243
617
$3K ﹤0.01%
66
618
$3K ﹤0.01%
104
619
$3K ﹤0.01%
85
620
$3K ﹤0.01%
95
621
$3K ﹤0.01%
105
622
$3K ﹤0.01%
96
623
$3K ﹤0.01%
22
624
$3K ﹤0.01%
81
625
$3K ﹤0.01%
144
23 24
25
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