BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$550K
3
+$410K
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$407K
5
FDX icon
FedEx
FDX
+$389K

Top Sells

1
+$198K
2
+$143K
3
+$118K
4
PEP icon
PepsiCo
PEP
+$92.6K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$82K

Sector Composition

1 Healthcare 29.65%
2 Technology 8.66%
3 Financials 8.62%
4 Industrials 5.57%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$79K 0.05%
5,719
227
$78K 0.05%
1,054
+102
228
$78K 0.05%
855
-105
229
$78K 0.05%
12,440
230
$77K 0.05%
705
231
$77K 0.05%
763
-15
232
$77K 0.05%
673
+43
233
$77K 0.05%
7,004
234
$75K 0.05%
700
235
$75K 0.05%
3,292
+210
236
$74K 0.05%
1,819
+453
237
$74K 0.05%
310
-6
238
$73K 0.04%
5,312
239
$73K 0.04%
200
240
$72K 0.04%
359
241
$71K 0.04%
2,696
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242
$71K 0.04%
2,766
243
$68K 0.04%
145
244
$68K 0.04%
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245
$68K 0.04%
3,058
246
$67K 0.04%
662
247
$66K 0.04%
165
248
$66K 0.04%
758
-47
249
$65K 0.04%
285
250
$64K 0.04%
764
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10
11 12