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
326
$34K 0.02%
672
+650
327
$34K 0.02%
1,115
+3
328
$34K 0.02%
457
329
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200
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330
$33K 0.02%
112
331
$33K 0.02%
1,532
+100
332
$33K 0.02%
4,303
333
$33K 0.02%
261
334
$32K 0.02%
1,876
335
$32K 0.02%
236
336
$32K 0.02%
527
337
$32K 0.02%
458
338
$32K 0.02%
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339
$32K 0.02%
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340
$32K 0.02%
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341
$31K 0.02%
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342
$31K 0.02%
396
343
$31K 0.02%
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344
$31K 0.02%
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345
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588
346
$31K 0.02%
700
347
$31K 0.02%
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348
$31K 0.02%
439
349
$30K 0.02%
1,000
350
$30K 0.02%
159