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
$157M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$250K
2
+$233K
3
+$233K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$215K
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$197K

Top Sells

1
+$413K
2
+$203K
3
+$153K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$92.1K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$90.3K

Sector Composition

1 Healthcare 35.42%
2 Financials 8.3%
3 Technology 8.26%
4 Consumer Staples 5.39%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$383K 0.24%
4,260
-168
77
$382K 0.24%
1,621
78
$382K 0.24%
33,918
-2,136
79
$379K 0.24%
1,920
+1
80
$368K 0.23%
6,820
81
$367K 0.23%
12,156
82
$359K 0.23%
7,199
+1
83
$354K 0.23%
2,115
84
$349K 0.22%
20,016
+1,800
85
$348K 0.22%
5,929
86
$342K 0.22%
2,190
87
$338K 0.22%
3,892
+15
88
$334K 0.21%
1,697
89
$324K 0.21%
4,034
+1
90
$313K 0.2%
11,902
91
$310K 0.2%
2,026
+53
92
$310K 0.2%
6,254
93
$308K 0.2%
1,821
94
$307K 0.2%
1,070
95
$299K 0.19%
3,354
96
$297K 0.19%
6,226
+1,005
97
$296K 0.19%
3,644
98
$296K 0.19%
5,662
-1,727
99
$292K 0.19%
6,450
100
$291K 0.19%
11,539
-3,651
2 3
4
5 6