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
651
$2K ﹤0.01%
20
652
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653
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654
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655
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115
656
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15
657
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658
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4
659
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79
660
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661
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1
662
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663
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664
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+13
665
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+5
667
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3
668
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669
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670
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671
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94
672
$1K ﹤0.01%
+11
673
$1K ﹤0.01%
+19
674
$1K ﹤0.01%
22
675
$1K ﹤0.01%
42
25 26
27
28 29