BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
+10.25%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$287M
AUM Growth
+$28.8M
(+11%)
Cap. Flow
+$4.62M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
51.9%
Holding
1,045
New
80
Increased
239
Reduced
103
Closed
32
Top Buys
| 1 |
Huntington Bancshares
HBAN
|
$585K |
| 2 |
Janus Henderson Short Duration Income ETF
VNLA
|
$502K |
| 3 |
Apple
AAPL
|
$468K |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$318K |
| 5 |
Innovator US Equity Power Buffer ETF May
PMAY
|
$313K |
Top Sells
| 1 |
Patrick Industries
PATK
|
$716K |
| 2 |
TCF
TCF Financial Corporation Common Stock
TCF
|
$610K |
| 3 |
Invesco S&P 500 Top 50 ETF
XLG
|
$247K |
| 4 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
$211K |
| 5 |
Bausch Health
BHC
|
$159K |
Sector Composition
| 1 | Healthcare | 31.54% |
| 2 | Technology | 11.62% |
| 3 | Financials | 6.42% |
| 4 | Consumer Discretionary | 4.9% |
| 5 | Consumer Staples | 3.91% |
