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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
$185M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$973K
3
+$133K
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$103K
5
OTIS icon
Otis Worldwide
OTIS
+$58.6K

Top Sells

1
+$695K
2
+$434K
3
+$373K
4
MSFT icon
Microsoft
MSFT
+$329K
5
PG icon
Procter & Gamble
PG
+$262K

Sector Composition

1 Healthcare 34.13%
2 Technology 10.62%
3 Financials 5.97%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4K ﹤0.01%
50
627
$4K ﹤0.01%
35
+20
628
$4K ﹤0.01%
18
629
$4K ﹤0.01%
17
630
$4K ﹤0.01%
100
631
$4K ﹤0.01%
65
-9
632
$4K ﹤0.01%
100
-22
633
$4K ﹤0.01%
144
634
$4K ﹤0.01%
289
635
$3K ﹤0.01%
93
636
$3K ﹤0.01%
218
-21
637
$3K ﹤0.01%
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638
$3K ﹤0.01%
70
639
$3K ﹤0.01%
48
640
$3K ﹤0.01%
102
641
$3K ﹤0.01%
32
-4
642
$3K ﹤0.01%
8
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$3K ﹤0.01%
+164
644
$3K ﹤0.01%
125
645
$3K ﹤0.01%
553
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646
$3K ﹤0.01%
55
647
$3K ﹤0.01%
8
-1
648
$3K ﹤0.01%
34
649
$3K ﹤0.01%
15
-2
650
$3K ﹤0.01%
27
24 25
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