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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$2.89M
3
+$1.93M
4
FLV icon
American Century Focused Large Cap Value ETF
FLV
+$1.32M
5
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$1.23M

Top Sells

1
+$768K
2
+$485K
3
+$434K
4
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$336K
5
ADBE icon
Adobe
ADBE
+$266K

Sector Composition

1 Healthcare 32.89%
2 Technology 7.04%
3 Financials 3.93%
4 Consumer Staples 2.79%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53K 0.01%
15,000
227
– –
-13,041
228
– –
-22,675
229
– –
-1,364
6 7 8 9
10