BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
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
526
$7K ﹤0.01%
146
527
$7K ﹤0.01%
225
528
$7K ﹤0.01%
76
529
$7K ﹤0.01%
57
530
$7K ﹤0.01%
254
+2
531
$7K ﹤0.01%
650
532
$7K ﹤0.01%
45
533
$7K ﹤0.01%
222
+1
534
$7K ﹤0.01%
99
535
$7K ﹤0.01%
112
+1
536
$7K ﹤0.01%
+100
537
$7K ﹤0.01%
233
538
$7K ﹤0.01%
142
539
$7K ﹤0.01%
171
540
$6K ﹤0.01%
121
+21
541
$6K ﹤0.01%
239
542
$6K ﹤0.01%
322
-522
543
$6K ﹤0.01%
100
544
$6K ﹤0.01%
295
-1,692
545
$6K ﹤0.01%
112
546
$6K ﹤0.01%
400
547
$6K ﹤0.01%
69
548
$6K ﹤0.01%
100
549
$6K ﹤0.01%
92
550
$6K ﹤0.01%
37
-63
20 21
22
23 24