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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
651
$2K ﹤0.01%
22
652
$2K ﹤0.01%
36
653
$2K ﹤0.01%
37
654
$2K ﹤0.01%
20
655
$2K ﹤0.01%
3
656
$2K ﹤0.01%
35
657
$2K ﹤0.01%
50
658
$2K ﹤0.01%
115
659
$2K ﹤0.01%
79
660
$1K ﹤0.01%
+5
661
$1K ﹤0.01%
48
662
$1K ﹤0.01%
1
663
$1K ﹤0.01%
14
664
$1K ﹤0.01%
23
665
$1K ﹤0.01%
+13
666
$1K ﹤0.01%
17
667
$1K ﹤0.01%
3
668
$1K ﹤0.01%
64
669
$1K ﹤0.01%
16
670
$1K ﹤0.01%
94
671
$1K ﹤0.01%
+11
672
$1K ﹤0.01%
+19
673
$1K ﹤0.01%
22
674
$1K ﹤0.01%
42
675
$1K ﹤0.01%
7
25 26
27
28 29