We are live on ! Find out more
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
676
$2K ﹤0.01%
+102
677
$2K ﹤0.01%
50
678
$2K ﹤0.01%
50
679
$2K ﹤0.01%
+40
680
$2K ﹤0.01%
20
681
$2K ﹤0.01%
+8
682
$2K ﹤0.01%
16
683
$1K ﹤0.01%
34
684
$1K ﹤0.01%
53
685
$1K ﹤0.01%
12
686
$1K ﹤0.01%
10
687
$1K ﹤0.01%
1
688
$1K ﹤0.01%
14
689
$1K ﹤0.01%
23
690
$1K ﹤0.01%
13
691
$1K ﹤0.01%
+42
692
$1K ﹤0.01%
+27
693
$1K ﹤0.01%
17
694
$1K ﹤0.01%
81
695
$1K ﹤0.01%
3
696
$1K ﹤0.01%
48
697
$1K ﹤0.01%
16
698
$1K ﹤0.01%
11
699
$1K ﹤0.01%
+12
700
$1K ﹤0.01%
4
26 27
28
29 30