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
$185M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$1.02M
3 +$138K
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$107K
5
OTIS icon
Otis Worldwide
OTIS
+$64K

Top Sells

1 +$712K
2 +$434K
3 +$383K
4
MSFT icon
Microsoft
MSFT
+$369K
5
LLY icon
Eli Lilly
LLY
+$275K

Sector Composition

1 Healthcare 34.13%
2 Technology 10.62%
3 Financials 5.97%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$9K ﹤0.01%
3,128
502
$9K ﹤0.01%
49
503
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175
504
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159
505
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114
+112
506
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400
507
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160
508
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148
509
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318
+60
510
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45
511
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512
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569
+59
513
$9K ﹤0.01%
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514
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289
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60
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519
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520
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273
521
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311
522
$8K ﹤0.01%
1,425
523
$8K ﹤0.01%
300
524
$8K ﹤0.01%
76
-105
525
$8K ﹤0.01%
98