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
$165M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$550K
3
+$410K
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$407K
5
FDX icon
FedEx
FDX
+$389K

Top Sells

1
+$198K
2
+$143K
3
+$118K
4
PEP icon
PepsiCo
PEP
+$92.6K
5
FTSL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$64K 0.04%
1,275
252
$63K 0.04%
2,475
+528
253
$63K 0.04%
1,239
254
$62K 0.04%
1,486
255
$61K 0.04%
2,752
-509
256
$61K 0.04%
4,094
+36
257
$60K 0.04%
544
258
$60K 0.04%
651
259
$59K 0.04%
1,600
+90
260
$58K 0.04%
1,500
261
$58K 0.04%
254
-30
262
$58K 0.04%
705
263
$58K 0.04%
890
264
$57K 0.03%
475
+57
265
$57K 0.03%
660
+2
266
$56K 0.03%
524
267
$56K 0.03%
325
268
$56K 0.03%
250
269
$56K 0.03%
3,560
270
$55K 0.03%
840
+3
271
$54K 0.03%
1,934
272
$53K 0.03%
1,212
+4
273
$52K 0.03%
1,332
274
$52K 0.03%
1,325
275
$51K 0.03%
2,441
-2,000
9 10
11
12 13