BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
This Quarter Return
+17.66%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$637M
AUM Growth
+$637M
(+17%)
Cap. Flow
+$9.32M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
63.17%
Holding
257
New
13
Increased
86
Reduced
73
Closed
5
Top Buys
| 1 |
Dimensional International Core Equity Market ETF
DFAI
|
$1.74M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.55M |
| 3 |
Walmart
WMT
|
$1.08M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$589K |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
$504K |
Top Sells
| 1 |
Innovator Laddered Allocation Buffer ETF
BUFB
|
$291K |
| 2 |
Innovator US Equity Power Buffer ETF April
PAPR
|
$253K |
| 3 |
Eli Lilly
LLY
|
$244K |
| 4 |
T-Mobile US
TMUS
|
$219K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$214K |
Sector Composition
| 1 | Healthcare | 42.52% |
| 2 | Technology | 6.87% |
| 3 | Financials | 3.38% |
| 4 | Consumer Discretionary | 1.99% |
| 5 | Consumer Staples | 1.81% |
