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
651
$2K ﹤0.01%
53
652
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49
653
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21
654
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34
-32
655
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2
656
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+48
657
$2K ﹤0.01%
100
658
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+13
659
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71
660
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22
661
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20
662
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+100
663
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664
$2K ﹤0.01%
+18
665
$2K ﹤0.01%
+50
666
$2K ﹤0.01%
50
667
$2K ﹤0.01%
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668
$1K ﹤0.01%
81
669
$1K ﹤0.01%
4
670
$1K ﹤0.01%
500
671
$1K ﹤0.01%
37
672
$1K ﹤0.01%
+7
673
$1K ﹤0.01%
31
674
$1K ﹤0.01%
10
675
$1K ﹤0.01%
29
25 26
27
28 29