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
401
$19K 0.01%
127
402
$19K 0.01%
171
403
$18K 0.01%
247
404
$18K 0.01%
720
+4
405
$18K 0.01%
187
406
$18K 0.01%
1,280
407
$18K 0.01%
412
408
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415
409
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161
+100
410
$17K 0.01%
305
411
$17K 0.01%
500
412
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400
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413
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414
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415
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416
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419
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420
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423
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424
$16K 0.01%
130
425
$15K 0.01%
452