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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
$287M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$501K
3
+$443K
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$308K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$307K

Top Sells

1
+$841K
2
+$610K
3
+$247K
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$214K
5
BHC icon
Bausch Health
BHC
+$159K

Sector Composition

1 Healthcare 31.54%
2 Technology 11.62%
3 Financials 6.42%
4 Consumer Discretionary 4.9%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$15K 0.01%
300
602
$15K 0.01%
+239
603
$15K 0.01%
1,500
604
$15K 0.01%
412
605
$15K 0.01%
223
606
$15K 0.01%
75
607
$14K ﹤0.01%
665
-211
608
$14K ﹤0.01%
428
609
$14K ﹤0.01%
+293
610
$14K ﹤0.01%
+520
611
$14K ﹤0.01%
100
-23
612
$14K ﹤0.01%
311
613
$14K ﹤0.01%
38
614
$14K ﹤0.01%
263
615
$14K ﹤0.01%
185
+1
616
$14K ﹤0.01%
159
617
$14K ﹤0.01%
200
618
$14K ﹤0.01%
37
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$14K ﹤0.01%
2,400
620
$14K ﹤0.01%
614
621
$13K ﹤0.01%
372
622
$13K ﹤0.01%
1,000
623
$13K ﹤0.01%
430
624
$13K ﹤0.01%
63
625
$13K ﹤0.01%
+250
23 24
25
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