BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
+2.26%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$697M
AUM Growth
-$22.5M
(-3.1%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
60.73%
Holding
274
New
8
Increased
133
Reduced
44
Closed
14
Top Buys
Top Sells
| 1 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$509K |
| 2 |
HCP
HashiCorp, Inc. Class A Common Stock
HCP
|
$353K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$279K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$252K |
| 5 |
Target
TGT
|
$242K |
Sector Composition
| 1 | Healthcare | 38.67% |
| 2 | Technology | 6.73% |
| 3 | Financials | 4.47% |
| 4 | Consumer Staples | 1.85% |
| 5 | Consumer Discretionary | 1.84% |
