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
$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
701
$3K ﹤0.01%
200
702
$3K ﹤0.01%
200
703
$3K ﹤0.01%
136
704
$3K ﹤0.01%
32
705
$3K ﹤0.01%
8
706
$3K ﹤0.01%
55
707
$3K ﹤0.01%
80
708
$3K ﹤0.01%
15
709
$3K ﹤0.01%
34
710
$3K ﹤0.01%
27
711
$3K ﹤0.01%
49
712
$3K ﹤0.01%
25
713
$3K ﹤0.01%
71
714
$3K ﹤0.01%
40
715
$3K ﹤0.01%
48
716
$3K ﹤0.01%
33
717
$3K ﹤0.01%
120
718
$3K ﹤0.01%
96
719
$3K ﹤0.01%
81
720
$3K ﹤0.01%
15
721
$3K ﹤0.01%
12
722
$3K ﹤0.01%
275
723
$3K ﹤0.01%
120
724
$3K ﹤0.01%
11
725
$3K ﹤0.01%
12
27 28
29
30 31