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
351
$29K 0.02%
182
352
$29K 0.02%
368
+96
353
$29K 0.02%
1,746
354
$29K 0.02%
1,322
355
$29K 0.02%
1,920
+1,275
356
$28K 0.02%
204
357
$28K 0.02%
989
358
$28K 0.02%
611
359
$27K 0.02%
2,100
360
$27K 0.02%
3,895
361
$27K 0.02%
504
362
$27K 0.02%
400
363
$27K 0.02%
200
364
$27K 0.02%
1,745
365
$27K 0.02%
200
366
$27K 0.02%
822
367
$27K 0.02%
737
368
$27K 0.02%
222
369
$26K 0.02%
274
370
$26K 0.02%
964
371
$26K 0.02%
396
372
$25K 0.02%
450
373
$25K 0.02%
400
374
$24K 0.01%
2,925
-575
375
$24K 0.01%
61
+1
13 14
15
16 17