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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$2.89M
3
+$1.93M
4
FLV icon
American Century Focused Large Cap Value ETF
FLV
+$1.32M
5
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$1.23M

Top Sells

1
+$768K
2
+$485K
3
+$434K
4
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$336K
5
ADBE icon
Adobe
ADBE
+$266K

Sector Composition

1 Healthcare 32.89%
2 Technology 7.04%
3 Financials 3.93%
4 Consumer Staples 2.79%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.52%
35,634
+22,522
27
$2.02M 0.5%
12,486
+291
28
$1.9M 0.47%
12,534
+3
29
$1.77M 0.44%
9,279
+61
30
$1.74M 0.43%
5,522
-18
31
$1.7M 0.42%
7,027
+66
32
$1.68M 0.42%
19,086
-50
33
$1.59M 0.4%
33,428
+304
34
$1.57M 0.39%
32,495
+100
35
$1.53M 0.38%
17,603
-5,583
36
$1.48M 0.37%
16,900
-1,143
37
$1.47M 0.37%
14,918
-464
38
$1.47M 0.36%
8,167
-25
39
$1.47M 0.36%
28,606
+1,604
40
$1.45M 0.36%
6,766
41
$1.43M 0.36%
22,488
+642
42
$1.42M 0.35%
30,786
+18,337
43
$1.39M 0.35%
51,051
-614
44
$1.35M 0.34%
5,134
+5
45
$1.34M 0.33%
15,124
+189
46
$1.31M 0.33%
27,735
+273
47
$1.29M 0.32%
5,489
+90
48
$1.26M 0.31%
42,039
49
$1.24M 0.31%
5,211
50
$1.23M 0.31%
15,039
1
2
3 4 5