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
$411M
AUM Growth
+$8.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$979K
2
+$810K
3
+$703K
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$566K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$397K

Top Sells

1
+$720K
2
+$491K
3
+$453K
4
AAPL icon
Apple
AAPL
+$444K
5
HON icon
Honeywell
HON
+$434K

Sector Composition

1 Healthcare 30.16%
2 Technology 8.35%
3 Financials 3.43%
4 Consumer Staples 2.42%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.3%
21,705
52
$1.23M 0.3%
5,494
+5
53
$1.16M 0.28%
5,211
54
$1.15M 0.28%
28,168
-438
55
$1.14M 0.28%
23,399
-1,909
56
$1.13M 0.28%
18,286
-4,202
57
$1.13M 0.28%
9,232
+46
58
$1.09M 0.27%
10,587
-1,632
59
$1.06M 0.26%
32,417
-12
60
$1.04M 0.25%
5,201
+7
61
$1.02M 0.25%
4,179
+8
62
$1.01M 0.25%
2,698
+192
63
$997K 0.24%
9,388
+2,437
64
$986K 0.24%
3,951
+13
65
$935K 0.23%
3,828
+397
66
$924K 0.23%
3,616
67
$898K 0.22%
8,020
-158
68
$897K 0.22%
7,314
+17
69
$896K 0.22%
11,622
+2
70
$878K 0.21%
27,125
-295
71
$859K 0.21%
4,495
-2,271
72
$854K 0.21%
5,179
+19
73
$836K 0.2%
15,135
+16
74
$793K 0.19%
3,822
+508
75
$788K 0.19%
23,738
-100
1 2
3
4 5