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
$411M
AUM Growth
+$8.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$979K
2
+$810K
3
+$703K
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$566K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$397K

Top Sells

1
+$720K
2
+$491K
3
+$453K
4
AAPL icon
Apple
AAPL
+$444K
5
HON icon
Honeywell
HON
+$434K

Sector Composition

1 Healthcare 30.16%
2 Technology 8.35%
3 Financials 3.43%
4 Consumer Staples 2.42%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$280K 0.07%
9,749
+817
177
$277K 0.07%
3,500
+389
178
$270K 0.07%
1,394
-27
179
$268K 0.07%
650
+9
180
$268K 0.07%
13,902
-1,990
181
$265K 0.06%
2,729
-2,700
182
$263K 0.06%
3,018
+30
183
$260K 0.06%
5,262
-1,450
184
$259K 0.06%
4,709
+596
185
$258K 0.06%
1,146
-161
186
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8,337
187
$251K 0.06%
1,463
188
$250K 0.06%
1,729
+8
189
$248K 0.06%
+1,242
190
$246K 0.06%
+6,254
191
$244K 0.06%
2,777
-101
192
$242K 0.06%
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193
$241K 0.06%
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-56
194
$240K 0.06%
8,567
+16
195
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196
$234K 0.06%
4,679
197
$234K 0.06%
2,570
-823
198
$233K 0.06%
+1,871
199
$232K 0.06%
+2,000
200
$231K 0.06%
+6,490
6 7
8
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