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
301
$41K 0.02%
3,462
302
$41K 0.02%
+207
303
$41K 0.02%
1,606
304
$41K 0.02%
1,393
+2
305
$40K 0.02%
400
-20
306
$40K 0.02%
1,000
307
$40K 0.02%
811
308
$39K 0.02%
552
+116
309
$39K 0.02%
292
310
$39K 0.02%
161
311
$38K 0.02%
2,260
-291
312
$38K 0.02%
690
313
$38K 0.02%
1,575
+25
314
$38K 0.02%
5,000
315
$37K 0.02%
284
316
$37K 0.02%
801
-40
317
$37K 0.02%
300
318
$37K 0.02%
230
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$37K 0.02%
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320
$37K 0.02%
211
321
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800
322
$36K 0.02%
2,420
323
$36K 0.02%
347
324
$35K 0.02%
1,160
325
$35K 0.02%
600
11 12
13
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