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
$637M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$589K
3
+$504K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$418K
5
GSPY icon
Gotham Enhanced 500 ETF
GSPY
+$390K

Top Sells

1
+$291K
2
+$253K
3
+$244K
4
TMUS icon
T-Mobile US
TMUS
+$219K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$214K

Sector Composition

1 Healthcare 42.52%
2 Technology 6.87%
3 Financials 3.38%
4 Consumer Discretionary 1.99%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 0.45%
19,065
+50
27
$2.74M 0.43%
23,533
-907
28
$2.5M 0.39%
11,877
+408
29
$2.35M 0.37%
27,989
+7,007
30
$2.34M 0.37%
15,364
+194
31
$2.29M 0.36%
14,476
+14
32
$2.26M 0.35%
12,511
+14
33
$2.24M 0.35%
45,619
+2,238
34
$2.24M 0.35%
46,192
+468
35
$2.23M 0.35%
12,249
-66
36
$2.16M 0.34%
23,910
+1,290
37
$2.12M 0.33%
12,123
-46
38
$2.08M 0.33%
7,068
-21
39
$1.98M 0.31%
16,213
-763
40
$1.97M 0.31%
5,124
-83
41
$1.96M 0.31%
9,483
+12
42
$1.95M 0.31%
32,027
-258
43
$1.92M 0.3%
16,900
44
$1.89M 0.3%
22,305
+1,736
45
$1.87M 0.29%
11,505
-1,192
46
$1.82M 0.29%
14,466
-60
47
$1.7M 0.27%
23,314
+2,080
48
$1.63M 0.26%
20,421
+488
49
$1.62M 0.25%
26,989
+70
50
$1.57M 0.25%
31,551
-20
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2
3 4 5