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
651
$2K ﹤0.01%
22
652
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36
653
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37
654
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20
655
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31
656
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35
657
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50
658
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115
659
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79
660
$1K ﹤0.01%
27
661
$1K ﹤0.01%
+13
662
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14
663
$1K ﹤0.01%
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664
$1K ﹤0.01%
16
665
$1K ﹤0.01%
+5
666
$1K ﹤0.01%
3
667
$1K ﹤0.01%
64
668
$1K ﹤0.01%
48
669
$1K ﹤0.01%
16
670
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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%
12
25 26
27
28 29