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
176
$123K 0.08%
1,144
177
$121K 0.08%
+8,500
178
$119K 0.08%
1,487
179
$117K 0.07%
1,762
180
$112K 0.07%
473
181
$112K 0.07%
1,024
-37
182
$110K 0.07%
1,488
183
$108K 0.07%
1,139
+2
184
$106K 0.07%
600
185
$106K 0.07%
2,156
186
$106K 0.07%
8,546
187
$105K 0.07%
532
188
$103K 0.07%
2,806
189
$102K 0.07%
2,556
190
$102K 0.07%
873
191
$101K 0.06%
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192
$101K 0.06%
661
193
$99K 0.06%
330
194
$95K 0.06%
6,052
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195
$94K 0.06%
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196
$93K 0.06%
1,609
197
$92K 0.06%
1,074
+3
198
$90K 0.06%
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199
$90K 0.06%
260
200
$89K 0.06%
1,679
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8
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