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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
126
$692K 0.09%
27,412
127
$690K 0.09%
3,308
+15
128
$689K 0.09%
4,851
129
$681K 0.09%
12,578
+632
130
$677K 0.09%
12,943
131
$667K 0.09%
13,184
132
$662K 0.08%
3,068
133
$660K 0.08%
18,482
+36
134
$648K 0.08%
2,319
+251
135
$644K 0.08%
13,318
-1
136
$631K 0.08%
9,551
-49
137
$630K 0.08%
17,730
138
$622K 0.08%
1,683
139
$622K 0.08%
3,279
+11
140
$616K 0.08%
8,384
+608
141
$602K 0.08%
4,695
+250
142
$581K 0.07%
6,921
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143
$576K 0.07%
8,832
144
$575K 0.07%
2,100
145
$574K 0.07%
3,449
+29
146
$568K 0.07%
1,518
-24
147
$567K 0.07%
4,730
+170
148
$564K 0.07%
14,593
149
$564K 0.07%
14,508
150
$563K 0.07%
4,529
4 5
6
7 8