BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
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
+$1.67M
2
+$555K
3
+$490K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$384K
5
GSPY icon
Gotham Enhanced 500 ETF
GSPY
+$370K

Top Sells

1
+$283K
2
+$250K
3
+$223K
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
251
$46.5K 0.01%
10,000
252
$30.1K ﹤0.01%
15,000
253
– –
-1,715
254
– –
-14,895
255
– –
-25,797
256
– –
-1,365
257
– –
-100,000
7 8 9 10
11