BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
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
+$509K
2
+$208K
3
+$175K
4
XPH icon
State Street SPDR S&P Pharmaceuticals ETF
XPH
+$99.1K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$89K

Top Sells

1
+$1.87M
2
+$1.35M
3
+$868K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$625K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$459K

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%
65
652
$3K ﹤0.01%
48
653
$3K ﹤0.01%
13
654
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36
655
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18
656
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91
657
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17
658
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22
659
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81
660
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35
661
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63
662
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42
663
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664
$3K ﹤0.01%
240
665
$3K ﹤0.01%
165
666
$2K ﹤0.01%
20
667
$2K ﹤0.01%
15
668
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+139
669
$2K ﹤0.01%
134
670
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100
671
$2K ﹤0.01%
12
672
$2K ﹤0.01%
70
673
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45
674
$2K ﹤0.01%
134
675
$2K ﹤0.01%
66
25 26
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28 29