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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
$287M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$501K
3
+$443K
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$308K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$307K

Top Sells

1
+$841K
2
+$610K
3
+$247K
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$214K
5
BHC icon
Bausch Health
BHC
+$159K

Sector Composition

1 Healthcare 31.54%
2 Technology 11.62%
3 Financials 6.42%
4 Consumer Discretionary 4.9%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$11K ﹤0.01%
106
652
$11K ﹤0.01%
342
-80
653
$11K ﹤0.01%
163
-80
654
$11K ﹤0.01%
696
+13
655
$11K ﹤0.01%
833
-833
656
$11K ﹤0.01%
200
657
$11K ﹤0.01%
243
658
$11K ﹤0.01%
25
659
$11K ﹤0.01%
338
-1,152
660
$11K ﹤0.01%
410
661
$11K ﹤0.01%
82
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662
$11K ﹤0.01%
78
663
$11K ﹤0.01%
75
664
$11K ﹤0.01%
250
-150
665
$11K ﹤0.01%
333
666
$10K ﹤0.01%
195
667
$10K ﹤0.01%
52
668
$10K ﹤0.01%
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669
$10K ﹤0.01%
149
670
$10K ﹤0.01%
300
671
$10K ﹤0.01%
+400
672
$10K ﹤0.01%
200
673
$10K ﹤0.01%
57
674
$10K ﹤0.01%
99
675
$10K ﹤0.01%
352
25 26
27
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