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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$189K
3
+$105K
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$103K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$85.2K

Top Sells

1
+$433K
2
+$346K
3
+$72.5K
4
OXY icon
Occidental Petroleum
OXY
+$49.8K
5
CELG
Celgene Corp
CELG
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$34K 0.02%
665
327
$34K 0.02%
672
328
$34K 0.02%
1,268
-1,207
329
$34K 0.02%
4,303
330
$34K 0.02%
1,067
-326
331
$34K 0.02%
309
-116
332
$33K 0.02%
200
333
$33K 0.02%
1,745
334
$32K 0.02%
527
335
$32K 0.02%
458
336
$32K 0.02%
700
337
$32K 0.02%
396
338
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204
339
$32K 0.02%
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340
$32K 0.02%
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341
$32K 0.02%
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$32K 0.02%
709
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343
$31K 0.02%
112
344
$31K 0.02%
588
345
$31K 0.02%
190
346
$31K 0.02%
1,920
347
$31K 0.02%
261
348
$30K 0.02%
544
349
$30K 0.02%
700
350
$30K 0.02%
1,746
12 13
14
15 16