BFC

Bedel Financial Consulting Portfolio holdings

AUM $732M
1-Year Est. Return 3.43%
This Quarter Est. Return
1 Year Est. Return
+3.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$1.02M
3
+$138K
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$107K
5
OTIS icon
Otis Worldwide
OTIS
+$64K

Top Sells

1
+$712K
2
+$434K
3
+$383K
4
MSFT icon
Microsoft
MSFT
+$369K
5
LLY icon
Eli Lilly
LLY
+$275K

Sector Composition

1 Healthcare 34.13%
2 Technology 10.62%
3 Financials 5.97%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29K 0.02%
2,385
+285
352
$29K 0.02%
232
-10
353
$29K 0.02%
603
-6
354
$29K 0.02%
890
355
$28K 0.02%
1,033
+12
356
$28K 0.02%
1,009
357
$28K 0.02%
1,745
358
$28K 0.02%
2,014
+13
359
$28K 0.02%
200
-11
360
$28K 0.02%
1,517
+2
361
$28K 0.02%
1,087
+2
362
$28K 0.02%
527
363
$27K 0.01%
817
+493
364
$27K 0.01%
975
-300
365
$27K 0.01%
600
366
$27K 0.01%
400
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$26K 0.01%
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368
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200
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369
$26K 0.01%
737
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$25K 0.01%
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$25K 0.01%
899
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372
$25K 0.01%
323
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373
$25K 0.01%
62
374
$25K 0.01%
1,000
375
$24K 0.01%
410
13 14
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