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
$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
776
$2K ﹤0.01%
+303
777
$2K ﹤0.01%
165
778
$1K ﹤0.01%
11
779
$1K ﹤0.01%
62
780
$1K ﹤0.01%
23
781
$1K ﹤0.01%
16
782
$1K ﹤0.01%
27
783
$1K ﹤0.01%
19
784
$1K ﹤0.01%
95
785
$1K ﹤0.01%
34
786
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8
+6
787
$1K ﹤0.01%
53
788
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789
$1K ﹤0.01%
14
790
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13
791
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42
792
$1K ﹤0.01%
15
793
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33
794
$1K ﹤0.01%
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795
$1K ﹤0.01%
+40
796
$1K ﹤0.01%
22
797
$1K ﹤0.01%
20
798
$1K ﹤0.01%
42
799
$1K ﹤0.01%
20
800
$1K ﹤0.01%
21
30 31
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33 34