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
451
$13K 0.01%
+4
452
$13K 0.01%
709
-25
453
$13K 0.01%
777
+6
454
$13K 0.01%
105
-240
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$13K 0.01%
115
-3
456
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58
+5
457
$12K 0.01%
400
458
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44
459
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315
460
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462
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463
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+1,200
466
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467
$12K 0.01%
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468
$12K 0.01%
20
469
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470
$12K 0.01%
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472
$11K 0.01%
131
473
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474
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63
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475
$11K 0.01%
422
17 18
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