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 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
53
627
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123
628
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629
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630
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631
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632
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633
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+63
635
$3K ﹤0.01%
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636
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60
637
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1,000
638
$3K ﹤0.01%
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639
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$2K ﹤0.01%
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641
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646
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647
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+11
648
$2K ﹤0.01%
+102
649
$2K ﹤0.01%
50
650
$2K ﹤0.01%
50
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