BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$532K
2
+$210K
3
+$185K
4
XPH icon
State Street SPDR S&P Pharmaceuticals ETF
XPH
+$114K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$90K

Top Sells

1
+$1.96M
2
+$1.41M
3
+$900K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$625K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$482K

Sector Composition

1 Healthcare 31.74%
2 Technology 9.71%
3 Financials 8.87%
4 Consumer Staples 5.28%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$88K 0.05%
1,468
227
$87K 0.05%
223
228
$87K 0.05%
418
229
$82K 0.05%
1,511
230
$82K 0.05%
1,775
-47
231
$82K 0.05%
1,697
232
$82K 0.05%
5,719
233
$81K 0.05%
855
234
$80K 0.05%
5,312
235
$79K 0.04%
157
236
$78K 0.04%
7,004
237
$78K 0.04%
705
238
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698
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239
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11,962
240
$76K 0.04%
359
241
$76K 0.04%
758
242
$76K 0.04%
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243
$76K 0.04%
944
244
$74K 0.04%
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245
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246
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247
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248
$71K 0.04%
846
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249
$71K 0.04%
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250
$70K 0.04%
2,766
8 9
10
11 12