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
$165M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$550K
3
+$410K
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$407K
5
FDX icon
FedEx
FDX
+$389K

Top Sells

1
+$198K
2
+$143K
3
+$118K
4
PEP icon
PepsiCo
PEP
+$92.6K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$82K

Sector Composition

1 Healthcare 29.65%
2 Technology 8.66%
3 Financials 8.62%
4 Industrials 5.57%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11K 0.01%
+170
477
$11K 0.01%
96
478
$11K 0.01%
131
479
$11K 0.01%
259
480
$11K 0.01%
422
481
$11K 0.01%
85
482
$11K 0.01%
4,918
+2,300
483
$11K 0.01%
35
484
$11K 0.01%
+1,220
485
$11K 0.01%
266
486
$11K 0.01%
1,000
487
$10K 0.01%
+225
488
$10K 0.01%
225
489
$10K 0.01%
259
490
$10K 0.01%
159
491
$10K 0.01%
106
492
$10K 0.01%
148
493
$10K 0.01%
586
+12
494
$10K 0.01%
85
+40
495
$10K 0.01%
63
496
$10K 0.01%
98
497
$10K 0.01%
285
498
$10K 0.01%
1,166
499
$10K 0.01%
78
500
$10K 0.01%
333
18 19
20
21 22