BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
+9.18%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$545M
AUM Growth
+$51.2M
(+10%)
Cap. Flow
+$7.57M
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
60.92%
Holding
250
New
15
Increased
94
Reduced
72
Closed
6
Top Buys
| 1 |
Eli Lilly
LLY
|
$2.9M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.63M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$972K |
| 4 |
Innovator Laddered Allocation Buffer ETF
BUFB
|
$531K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
$523K |
Top Sells
Sector Composition
| 1 | Healthcare | 37.66% |
| 2 | Technology | 7.62% |
| 3 | Financials | 3.37% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Consumer Staples | 2.01% |
