BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
This Quarter Return
+2.94%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$709M
AUM Growth
+$709M
(+3.9%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
63.38%
Holding
262
New
12
Increased
128
Reduced
66
Closed
4
Top Buys
| 1 |
Dimensional International Core Equity Market ETF
DFAI
|
$2.19M |
| 2 |
Innovator International Developed Power Buffer ETF July
IJUL
|
$2.06M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$755K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$672K |
| 5 |
Cintas
CTAS
|
$589K |
Top Sells
| 1 |
Eli Lilly
LLY
|
$1.11M |
| 2 |
Innovator US Equity Buffer ETF April
BAPR
|
$795K |
| 3 |
Innovator US Equity Buffer ETF October
BOCT
|
$682K |
| 4 |
Apple
AAPL
|
$341K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$264K |
Sector Composition
| 1 | Healthcare | 42.86% |
| 2 | Technology | 7.08% |
| 3 | Financials | 3.25% |
| 4 | Consumer Discretionary | 1.97% |
| 5 | Consumer Staples | 1.88% |
