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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
726
$3K ﹤0.01%
115
727
$3K ﹤0.01%
48
728
$2K ﹤0.01%
+303
729
$2K ﹤0.01%
+14
730
$2K ﹤0.01%
15
731
$2K ﹤0.01%
14
732
$2K ﹤0.01%
100
733
$2K ﹤0.01%
139
734
$2K ﹤0.01%
45
735
$2K ﹤0.01%
81
736
$2K ﹤0.01%
3
737
$2K ﹤0.01%
12
738
$2K ﹤0.01%
15
739
$2K ﹤0.01%
266
-125
740
$2K ﹤0.01%
45
741
$2K ﹤0.01%
15
742
$2K ﹤0.01%
229
743
$2K ﹤0.01%
60
744
$2K ﹤0.01%
46
745
$2K ﹤0.01%
54
746
$2K ﹤0.01%
66
747
$2K ﹤0.01%
71
748
$2K ﹤0.01%
25
749
$2K ﹤0.01%
8
750
$2K ﹤0.01%
25
28 29
30
31 32