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
626
$3K ﹤0.01%
124
627
$3K ﹤0.01%
+17
628
$3K ﹤0.01%
95
629
$3K ﹤0.01%
22
630
$3K ﹤0.01%
60
631
$3K ﹤0.01%
1,000
632
$3K ﹤0.01%
165
633
$3K ﹤0.01%
115
634
$3K ﹤0.01%
100
635
$2K ﹤0.01%
96
636
$2K ﹤0.01%
36
637
$2K ﹤0.01%
20
638
$2K ﹤0.01%
15
639
$2K ﹤0.01%
81
640
$2K ﹤0.01%
+12
641
$2K ﹤0.01%
45
-100
642
$2K ﹤0.01%
22
643
$2K ﹤0.01%
134
644
$2K ﹤0.01%
8
645
$2K ﹤0.01%
66
646
$2K ﹤0.01%
25
647
$2K ﹤0.01%
7
648
$2K ﹤0.01%
20
649
$2K ﹤0.01%
16
650
$2K ﹤0.01%
27
24 25
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27 28