BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
+12.3%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$157M
AUM Growth
+$17.8M
(+13%)
Cap. Flow
+$1.48M
Cap. Flow
% of AUM
0.94%
Top 10 Holdings %
Top 10 Hldgs %
44.46%
Holding
749
New
35
Increased
112
Reduced
41
Closed
17
Top Buys
| 1 |
Innovator US Equity Ultra Buffer ETF October
UOCT
|
$250K |
| 2 |
EXL Service
EXLS
|
$233K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$233K |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
$215K |
| 5 |
Innovator US Equity Ultra Buffer ETF January
UJAN
|
$197K |
Top Sells
| 1 |
Eli Lilly
LLY
|
$413K |
| 2 |
VVC
Vectren Corporation
VVC
|
$203K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$153K |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$92.1K |
| 5 |
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% |
