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
51
$568K 0.36%
21,960
52
$559K 0.36%
5,108
+10
53
$555K 0.35%
9,600
54
$541K 0.35%
9,423
55
$537K 0.34%
4,128
56
$514K 0.33%
3,810
+298
57
$509K 0.32%
5,720
58
$509K 0.32%
17,768
+1
59
$507K 0.32%
5,738
60
$507K 0.32%
21,409
+691
61
$500K 0.32%
8,520
62
$500K 0.32%
12,155
+92
63
$493K 0.31%
1,898
64
$489K 0.31%
12,744
65
$489K 0.31%
4,818
66
$482K 0.31%
8,152
+20
67
$464K 0.3%
18,609
68
$460K 0.29%
4,686
69
$444K 0.28%
12,540
70
$443K 0.28%
5,748
+249
71
$441K 0.28%
2,648
-200
72
$429K 0.27%
37,788
+30
73
$410K 0.26%
3,183
74
$396K 0.25%
2,470
75
$386K 0.25%
4,445
1 2
3
4 5