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
$176M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$532K
2
+$210K
3
+$185K
4
XPH icon
State Street SPDR S&P Pharmaceuticals ETF
XPH
+$114K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$90K

Top Sells

1
+$1.96M
2
+$1.41M
3
+$900K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$625K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$482K

Sector Composition

1 Healthcare 31.74%
2 Technology 9.71%
3 Financials 8.87%
4 Consumer Staples 5.28%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
48
627
$3K ﹤0.01%
94
628
$3K ﹤0.01%
+15
629
$3K ﹤0.01%
27
630
$3K ﹤0.01%
53
631
$3K ﹤0.01%
123
632
$3K ﹤0.01%
17
633
$3K ﹤0.01%
243
634
$3K ﹤0.01%
34
635
$3K ﹤0.01%
65
636
$3K ﹤0.01%
48
637
$3K ﹤0.01%
13
638
$3K ﹤0.01%
95
639
$3K ﹤0.01%
25
640
$3K ﹤0.01%
96
641
$3K ﹤0.01%
80
642
$3K ﹤0.01%
1,210
643
$3K ﹤0.01%
350
644
$3K ﹤0.01%
+125
645
$3K ﹤0.01%
201
646
$3K ﹤0.01%
30
647
$3K ﹤0.01%
170
648
$3K ﹤0.01%
116
649
$3K ﹤0.01%
102
650
$3K ﹤0.01%
32
24 25
26
27 28