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
$682M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$370K
3
+$326K
4
TSLA icon
Tesla
TSLA
+$322K
5
SHOP icon
Shopify
SHOP
+$315K

Top Sells

1
+$2.8M
2
+$424K
3
+$344K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$334K
5
UOCT icon
Innovator US Equity Ultra Buffer ETF October
UOCT
+$315K

Sector Composition

1 Healthcare 45.41%
2 Technology 7.1%
3 Financials 3.06%
4 Consumer Discretionary 1.8%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.03%
+6,454
227
$228K 0.03%
8,036
+135
228
$228K 0.03%
1,432
-629
229
$225K 0.03%
5,737
-10
230
$225K 0.03%
1,911
+22
231
$221K 0.03%
1,888
+10
232
$219K 0.03%
2,920
+27
233
$217K 0.03%
1,358
+1
234
$216K 0.03%
2,000
235
$215K 0.03%
1,912
+1
236
$211K 0.03%
+1,197
237
$210K 0.03%
2,024
+10
238
$210K 0.03%
+1,048
239
$210K 0.03%
5,053
-828
240
$207K 0.03%
+2,307
241
$204K 0.03%
5,377
+78
242
$202K 0.03%
3,737
+1
243
$180K 0.03%
10,059
+349
244
$160K 0.02%
12,937
245
$146K 0.02%
11,803
246
$75.8K 0.01%
11,962
247
$45.4K 0.01%
1,603
248
$38.8K 0.01%
510
249
$30K ﹤0.01%
10,000
250
$22.9K ﹤0.01%
15,000
7 8 9
10
11