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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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
984
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$973K
3
+$133K
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$103K
5
OTIS icon
Otis Worldwide
OTIS
+$58.6K

Top Sells

1
+$695K
2
+$434K
3
+$373K
4
MSFT icon
Microsoft
MSFT
+$329K
5
PG icon
Procter & Gamble
PG
+$262K

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
601
$5K ﹤0.01%
25
602
$4K ﹤0.01%
30
603
$4K ﹤0.01%
304
604
$4K ﹤0.01%
51
-12
605
$4K ﹤0.01%
149
-1
606
$4K ﹤0.01%
400
+200
607
$4K ﹤0.01%
170
608
$4K ﹤0.01%
45
+17
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610
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154
611
$4K ﹤0.01%
600
612
$4K ﹤0.01%
46
+34
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$4K ﹤0.01%
149
614
$4K ﹤0.01%
98
615
$4K ﹤0.01%
160
616
$4K ﹤0.01%
248
-399
617
$4K ﹤0.01%
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619
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295
-38
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$4K ﹤0.01%
123
621
$4K ﹤0.01%
47
622
$4K ﹤0.01%
17
623
$4K ﹤0.01%
16
624
$4K ﹤0.01%
300
625
$4K ﹤0.01%
48
23 24
25
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