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
626
$3K ﹤0.01%
144
627
$3K ﹤0.01%
42
628
– –
0
629
$3K ﹤0.01%
60
630
$3K ﹤0.01%
+1,000
631
$3K ﹤0.01%
165
632
$3K ﹤0.01%
92
633
$2K ﹤0.01%
22
634
$2K ﹤0.01%
134
635
$2K ﹤0.01%
8
636
$2K ﹤0.01%
+66
637
$2K ﹤0.01%
25
638
$2K ﹤0.01%
40
639
$2K ﹤0.01%
45
640
$2K ﹤0.01%
20
641
$2K ﹤0.01%
16
642
$2K ﹤0.01%
27
643
$2K ﹤0.01%
+71
644
$2K ﹤0.01%
22
645
$2K ﹤0.01%
36
646
$2K ﹤0.01%
37
647
$2K ﹤0.01%
20
648
$2K ﹤0.01%
3
649
$2K ﹤0.01%
35
650
$2K ﹤0.01%
115
24 25
26
27 28