BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
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
826
$1K ﹤0.01%
94
827
$1K ﹤0.01%
240
828
$1K ﹤0.01%
127
+7
829
$1K ﹤0.01%
19
830
$1K ﹤0.01%
95
831
$1K ﹤0.01%
+80
832
$0 ﹤0.01%
2
833
– –
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834
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835
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837
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838
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839
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842
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843
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845
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848
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849
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– –
-100
32 33
34
35 36