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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$1.51M
3
+$1.19M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$739K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$580K

Top Sells

1
+$301K
2
+$215K
3
+$213K
4
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$212K
5
PRU icon
Prudential Financial
PRU
+$211K

Sector Composition

1 Healthcare 33.98%
2 Technology 7.87%
3 Financials 4.49%
4 Communication Services 1.89%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.18%
10,335
-672
77
$1.44M 0.18%
4,344
+4
78
$1.42M 0.18%
14,560
+1,507
79
$1.39M 0.18%
36,171
-953
80
$1.37M 0.18%
4,681
+11
81
$1.37M 0.18%
8,842
+322
82
$1.36M 0.17%
4,875
83
$1.36M 0.17%
6,854
+390
84
$1.35M 0.17%
13,440
-447
85
$1.33M 0.17%
76,879
+435
86
$1.27M 0.16%
17,244
-424
87
$1.26M 0.16%
27,641
88
$1.24M 0.16%
19,101
+38
89
$1.2M 0.15%
17,460
+4
90
$1.13M 0.14%
3,425
+118
91
$1.1M 0.14%
1,190
+90
92
$1.06M 0.14%
3,096
+195
93
$1.05M 0.13%
5,653
+7
94
$1.04M 0.13%
6,201
+682
95
$1.04M 0.13%
7,283
+86
96
$1.02M 0.13%
23,831
-236
97
$1.02M 0.13%
4,015
+82
98
$968K 0.12%
28,847
-117
99
$967K 0.12%
21,965
100
$967K 0.12%
4,749
+246
2 3
4
5 6