BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$189K
3
+$105K
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$103K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$85.2K

Top Sells

1
+$433K
2
+$346K
3
+$72.5K
4
OXY icon
Occidental Petroleum
OXY
+$49.8K
5
CELG
Celgene Corp
CELG
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
22
627
$3K ﹤0.01%
81
628
$3K ﹤0.01%
35
629
$3K ﹤0.01%
+63
630
$3K ﹤0.01%
144
631
$3K ﹤0.01%
60
632
$3K ﹤0.01%
1,000
633
$3K ﹤0.01%
165
634
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240
635
$3K ﹤0.01%
116
636
$3K ﹤0.01%
115
637
$3K ﹤0.01%
30
+10
638
$3K ﹤0.01%
350
-7
639
$3K ﹤0.01%
+91
640
$2K ﹤0.01%
+100
641
$2K ﹤0.01%
70
642
$2K ﹤0.01%
+16
643
$2K ﹤0.01%
10
644
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15
645
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+80
646
$2K ﹤0.01%
+45
647
$2K ﹤0.01%
+134
648
$2K ﹤0.01%
201
649
$2K ﹤0.01%
45
650
$2K ﹤0.01%
+154
24 25
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