BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
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
626
$3K ﹤0.01%
42
627
– –
0
628
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60
629
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630
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631
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100
632
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+1,000
633
$2K ﹤0.01%
20
634
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635
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636
$2K ﹤0.01%
8
637
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638
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40
640
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641
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642
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643
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646
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2
647
$2K ﹤0.01%
+71
648
$2K ﹤0.01%
22
649
$2K ﹤0.01%
36
650
$2K ﹤0.01%
37
24 25
26
27 28