BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
-0.58%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$165M
AUM Growth
+$7.75M
(+4.9%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
6.57%
Top 10 Holdings %
Top 10 Hldgs %
43.71%
Holding
773
New
42
Increased
109
Reduced
63
Closed
25
Top Buys
| 1 |
Innovator US Equity Power Buffer ETF April
PAPR
|
+$8.62M |
| 2 |
EXL Service
EXLS
|
+$550K |
| 3 |
Innovator US Equity Buffer ETF April
BAPR
|
+$410K |
| 4 |
Innovator US Equity Buffer ETF October
BOCT
|
+$407K |
| 5 |
FedEx
FDX
|
+$389K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$198K |
| 2 |
DuPont de Nemours
DD
|
+$143K |
| 3 |
Wells Fargo
WFC
|
+$118K |
| 4 |
PepsiCo
PEP
|
+$92.6K |
| 5 |
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% |
