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
$682M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$370K
3
+$326K
4
TSLA icon
Tesla
TSLA
+$322K
5
SHOP icon
Shopify
SHOP
+$315K

Top Sells

1
+$2.8M
2
+$424K
3
+$344K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$334K
5
UOCT icon
Innovator US Equity Ultra Buffer ETF October
UOCT
+$315K

Sector Composition

1 Healthcare 45.41%
2 Technology 7.1%
3 Financials 3.06%
4 Consumer Discretionary 1.8%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 0.44%
24,561
+651
27
$2.87M 0.42%
79,931
-223
28
$2.85M 0.42%
15,562
+198
29
$2.85M 0.42%
24,767
+1,234
30
$2.6M 0.38%
13,469
+958
31
$2.37M 0.35%
11,675
-202
32
$2.33M 0.34%
28,765
+776
33
$2.31M 0.34%
47,619
+1,427
34
$2.24M 0.33%
9,512
+29
35
$2.12M 0.31%
48,685
+3,066
36
$2.1M 0.31%
12,267
+18
37
$2.07M 0.3%
14,153
-323
38
$2.06M 0.3%
14,586
+120
39
$1.99M 0.29%
12,095
-28
40
$1.96M 0.29%
22,810
+505
41
$1.96M 0.29%
7,078
+10
42
$1.89M 0.28%
11,482
-23
43
$1.87M 0.27%
26,700
+3,386
44
$1.84M 0.27%
31,381
-646
45
$1.83M 0.27%
16,900
46
$1.8M 0.26%
5,223
+99
47
$1.75M 0.26%
25,854
-1,135
48
$1.68M 0.25%
4,503
+6
49
$1.66M 0.24%
55,818
+6,125
50
$1.63M 0.24%
20,868
+447
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2
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