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
276
$51K 0.03%
1,024
277
$51K 0.03%
1,187
278
$51K 0.03%
515
279
$51K 0.03%
1,247
-249
280
$51K 0.03%
+1,925
281
$51K 0.03%
581
282
$51K 0.03%
+1,412
283
$51K 0.03%
1,479
284
$51K 0.03%
2,061
+6
285
$49K 0.03%
261
286
$48K 0.03%
1,382
+9
287
$48K 0.03%
1,200
288
$47K 0.03%
945
289
$46K 0.03%
187
290
$46K 0.03%
1,745
291
$46K 0.03%
425
-1
292
$46K 0.03%
752
+2
293
$45K 0.03%
1,481
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294
$45K 0.03%
1,332
295
$44K 0.03%
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296
$44K 0.03%
1,148
+7
297
$44K 0.03%
1,149
298
$44K 0.03%
600
299
$43K 0.03%
345
300
$41K 0.02%
270
+14
10 11
12
13 14