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
651
$3K ﹤0.01%
25
652
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653
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654
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655
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91
656
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17
657
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658
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81
659
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275
660
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661
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662
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664
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665
$3K ﹤0.01%
240
666
$2K ﹤0.01%
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667
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70
668
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669
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670
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671
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+71
672
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15
673
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+139
674
$2K ﹤0.01%
134
675
$2K ﹤0.01%
100
25 26
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28 29