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
$637M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$589K
3
+$504K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$418K
5
GSPY icon
Gotham Enhanced 500 ETF
GSPY
+$390K

Top Sells

1
+$291K
2
+$253K
3
+$244K
4
TMUS icon
T-Mobile US
TMUS
+$219K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$214K

Sector Composition

1 Healthcare 42.52%
2 Technology 6.87%
3 Financials 3.38%
4 Consumer Discretionary 1.99%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$232K 0.04%
1,768
-426
227
$230K 0.04%
2,140
228
$229K 0.04%
2,014
+27
229
$226K 0.04%
509
-5
230
$225K 0.04%
8,151
231
$221K 0.03%
1,889
232
$221K 0.03%
+1,878
233
$218K 0.03%
2,893
+17
234
$216K 0.03%
500
235
$215K 0.03%
+3,736
236
$214K 0.03%
1,442
-20
237
$210K 0.03%
+3,245
238
$210K 0.03%
+1,356
239
$208K 0.03%
+572
240
$207K 0.03%
+3,534
241
$207K 0.03%
+600
242
$206K 0.03%
5,299
-780
243
$206K 0.03%
+3,930
244
$205K 0.03%
1,000
245
$203K 0.03%
+1,008
246
$166K 0.03%
12,937
247
$144K 0.02%
11,803
248
$76.1K 0.01%
11,962
249
$62.2K 0.01%
1,603
250
$61.6K 0.01%
510
7 8 9
10
11