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
626
$3K ﹤0.01%
42
627
– –
0
628
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60
629
$3K ﹤0.01%
+1,000
630
$3K ﹤0.01%
165
631
$3K ﹤0.01%
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632
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633
$2K ﹤0.01%
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634
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635
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636
$2K ﹤0.01%
4
637
$2K ﹤0.01%
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638
$2K ﹤0.01%
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639
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640
$2K ﹤0.01%
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641
$2K ﹤0.01%
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642
$2K ﹤0.01%
40
643
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645
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646
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27
647
$2K ﹤0.01%
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648
$2K ﹤0.01%
21
649
$2K ﹤0.01%
2
650
$2K ﹤0.01%
+71
24 25
26
27 28