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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
$783M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$1.51M
3
+$1.19M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$739K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$580K

Top Sells

1
+$301K
2
+$215K
3
+$213K
4
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$212K
5
PRU icon
Prudential Financial
PRU
+$211K

Sector Composition

1 Healthcare 33.98%
2 Technology 7.87%
3 Financials 4.49%
4 Communication Services 1.89%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.28%
3,011
+89
52
$2.18M 0.28%
27,306
-138
53
$2.07M 0.26%
6,824
+152
54
$2.07M 0.26%
30,272
+282
55
$2.01M 0.26%
17,136
-84
56
$1.97M 0.25%
15,700
-1,200
57
$1.91M 0.24%
9,315
+39
58
$1.91M 0.24%
5,360
+501
59
$1.89M 0.24%
29,088
-115
60
$1.86M 0.24%
12,106
+414
61
$1.75M 0.22%
12,490
+239
62
$1.69M 0.22%
39,213
-873
63
$1.68M 0.21%
38,415
-887
64
$1.65M 0.21%
35,699
+547
65
$1.62M 0.21%
8,901
+1,124
66
$1.62M 0.21%
14,151
+11
67
$1.6M 0.2%
3,597
+4
68
$1.59M 0.2%
14,775
+225
69
$1.57M 0.2%
32,035
+740
70
$1.55M 0.2%
23,346
+674
71
$1.51M 0.19%
42,219
-646
72
$1.47M 0.19%
14,766
+30
73
$1.47M 0.19%
7,833
+275
74
$1.45M 0.19%
5,761
+212
75
$1.45M 0.18%
3,231
+15
1 2
3
4 5