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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
$185M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$973K
3
+$133K
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$103K
5
OTIS icon
Otis Worldwide
OTIS
+$58.6K

Top Sells

1
+$695K
2
+$434K
3
+$373K
4
MSFT icon
Microsoft
MSFT
+$329K
5
PG icon
Procter & Gamble
PG
+$262K

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
376
$24K 0.01%
3,895
377
$24K 0.01%
2,420
-14
378
$23K 0.01%
801
379
$23K 0.01%
300
-2
380
$23K 0.01%
237
-36
381
$23K 0.01%
2,925
382
$23K 0.01%
255
+1
383
$23K 0.01%
171
384
$23K 0.01%
1,600
385
$23K 0.01%
640
386
$22K 0.01%
247
387
$22K 0.01%
200
-7
388
$22K 0.01%
1,630
389
$22K 0.01%
800
390
$22K 0.01%
740
+28
391
$22K 0.01%
356
392
$22K 0.01%
500
393
$22K 0.01%
259
394
$21K 0.01%
87
395
$21K 0.01%
59
396
$21K 0.01%
618
397
$21K 0.01%
116
398
$21K 0.01%
700
399
$21K 0.01%
3,069
+235
400
$21K 0.01%
415
14 15
16
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