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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
$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
651
$2K ﹤0.01%
25
652
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+38
653
$2K ﹤0.01%
27
654
$2K ﹤0.01%
124
655
$2K ﹤0.01%
49
656
$2K ﹤0.01%
21
657
$2K ﹤0.01%
+16
658
$2K ﹤0.01%
+3
659
$2K ﹤0.01%
34
660
$2K ﹤0.01%
10
661
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2
662
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+34
663
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100
664
$2K ﹤0.01%
13
665
$2K ﹤0.01%
71
666
$2K ﹤0.01%
22
667
$2K ﹤0.01%
96
668
$2K ﹤0.01%
36
669
$2K ﹤0.01%
+18
670
$2K ﹤0.01%
+17
671
$2K ﹤0.01%
20
672
$2K ﹤0.01%
275
673
$2K ﹤0.01%
120
674
$2K ﹤0.01%
+77
675
$2K ﹤0.01%
+11
25 26
27
28 29