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
376
$24K 0.01%
798
+205
377
$23K 0.01%
163
378
$22K 0.01%
550
+71
379
$22K 0.01%
251
380
$22K 0.01%
320
381
$22K 0.01%
1,228
382
$22K 0.01%
1,077
383
$22K 0.01%
135
384
$22K 0.01%
1,000
385
$21K 0.01%
+1,785
386
$21K 0.01%
606
+327
387
$21K 0.01%
59
+8
388
$21K 0.01%
1,301
389
$21K 0.01%
527
390
$21K 0.01%
1,600
391
$21K 0.01%
2,436
-570
392
$21K 0.01%
400
393
$21K 0.01%
192
394
$20K 0.01%
500
395
$20K 0.01%
800
396
$20K 0.01%
116
397
$20K 0.01%
345
+2
398
$20K 0.01%
1,403
399
$20K 0.01%
300
400
$19K 0.01%
665