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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
$225M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.23M
3
+$326K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$194K
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$173K

Top Sells

1
+$545K
2
+$280K
3
+$182K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$120K
5
V icon
Visa
V
+$99.9K

Sector Composition

1 Healthcare 29.14%
2 Technology 11.36%
3 Financials 6.22%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5K ﹤0.01%
35
652
$5K ﹤0.01%
65
653
$5K ﹤0.01%
48
654
$5K ﹤0.01%
104
655
$5K ﹤0.01%
75
656
$5K ﹤0.01%
225
657
$5K ﹤0.01%
18
658
$5K ﹤0.01%
17
659
$5K ﹤0.01%
+167
660
$5K ﹤0.01%
78
661
$5K ﹤0.01%
65
662
$5K ﹤0.01%
53
+50
663
$5K ﹤0.01%
304
664
$5K ﹤0.01%
100
665
$5K ﹤0.01%
289
666
$4K ﹤0.01%
95
667
$4K ﹤0.01%
30
668
$4K ﹤0.01%
93
669
$4K ﹤0.01%
+25
670
$4K ﹤0.01%
218
671
$4K ﹤0.01%
100
672
$4K ﹤0.01%
170
673
$4K ﹤0.01%
101
674
$4K ﹤0.01%
102
675
$4K ﹤0.01%
600
25 26
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28 29