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
$176M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$532K
2
+$210K
3
+$185K
4
XPH icon
State Street SPDR S&P Pharmaceuticals ETF
XPH
+$114K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$90K

Top Sells

1
+$1.96M
2
+$1.41M
3
+$900K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$625K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$482K

Sector Composition

1 Healthcare 31.74%
2 Technology 9.71%
3 Financials 8.87%
4 Consumer Staples 5.28%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$37K 0.02%
610
+106
327
$37K 0.02%
690
328
$37K 0.02%
804
329
$37K 0.02%
2,001
+255
330
$36K 0.02%
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331
$36K 0.02%
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-50
332
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333
$36K 0.02%
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$36K 0.02%
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335
$36K 0.02%
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336
$35K 0.02%
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337
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338
$35K 0.02%
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339
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396
340
$34K 0.02%
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341
$34K 0.02%
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588
343
$34K 0.02%
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344
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345
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346
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527
347
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348
$33K 0.02%
300
349
$33K 0.02%
389
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350
$33K 0.02%
410
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