BFC

Bedel Financial Consulting Portfolio holdings

AUM $732M
1-Year Est. Return 3.43%
This Quarter Est. Return
1 Year Est. Return
+3.43%
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
+$1.35M
3
+$333K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$191K
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$177K

Top Sells

1
+$616K
2
+$281K
3
+$207K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$128K
5
DIS icon
Walt Disney
DIS
+$120K

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
751
$2K ﹤0.01%
+33
752
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20
753
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38
754
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30
755
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36
756
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13
757
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11
758
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10
759
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2
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52
761
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12
762
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22
763
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15
764
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22
765
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85
766
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32
767
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20
768
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63
769
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10
770
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771
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30
772
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26
773
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102
774
$2K ﹤0.01%
17
775
$2K ﹤0.01%
61
29 30
31
32 33