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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
176
$427K 0.05%
2,009
-26
177
$427K 0.05%
15,306
+680
178
$421K 0.05%
3,545
-17
179
$418K 0.05%
697
+10
180
$418K 0.05%
10,960
181
$418K 0.05%
2,106
182
$416K 0.05%
2,472
+45
183
$413K 0.05%
5,634
184
$409K 0.05%
687
185
$398K 0.05%
9,074
186
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3,976
187
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1,139
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188
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4,080
189
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8,405
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190
$385K 0.05%
5,769
191
$376K 0.05%
4,476
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192
$372K 0.05%
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193
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1,122
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194
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195
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11,197
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196
$363K 0.05%
8,624
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197
$357K 0.05%
306
+100
198
$354K 0.05%
4,533
+31
199
$340K 0.04%
6,420
200
$340K 0.04%
3,597
+55
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8
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