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
$545M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.63M
3
+$972K
4
BUFB icon
Innovator Laddered Allocation Buffer ETF
BUFB
+$531K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$523K

Top Sells

1
+$2.02M
2
+$744K
3
+$509K
4
UMAR icon
Innovator US Equity Ultra Buffer ETF March
UMAR
+$291K
5
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$259K

Sector Composition

1 Healthcare 37.66%
2 Technology 7.62%
3 Financials 3.37%
4 Consumer Discretionary 2.16%
5 Consumer Staples 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 0.45%
24,440
+49
27
$2.42M 0.44%
46,546
+4,410
28
$2.3M 0.42%
11,469
+1,518
29
$2.27M 0.42%
14,462
-484
30
$2.21M 0.4%
45,724
+72
31
$2.14M 0.39%
15,170
+110
32
$2.08M 0.38%
43,381
+704
33
$2.07M 0.38%
12,169
-621
34
$1.91M 0.35%
12,315
-314
35
$1.9M 0.35%
12,497
-261
36
$1.86M 0.34%
12,697
+152
37
$1.8M 0.33%
5,207
-53
38
$1.79M 0.33%
32,285
39
$1.77M 0.32%
16,900
40
$1.7M 0.31%
7,089
-68
41
$1.63M 0.3%
20,982
+3,464
42
$1.62M 0.3%
32,332
-1,380
43
$1.59M 0.29%
31,571
-637
44
$1.57M 0.29%
5,280
+82
45
$1.56M 0.29%
20,569
-73
46
$1.53M 0.28%
9,471
-175
47
$1.53M 0.28%
16,976
-690
48
$1.53M 0.28%
14,526
+48
49
$1.51M 0.28%
46,779
50
$1.51M 0.28%
41,692
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