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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
$185M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$973K
3
+$133K
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$103K
5
OTIS icon
Otis Worldwide
OTIS
+$58.6K

Top Sells

1
+$695K
2
+$434K
3
+$373K
4
MSFT icon
Microsoft
MSFT
+$329K
5
PG icon
Procter & Gamble
PG
+$262K

Sector Composition

1 Healthcare 34.13%
2 Technology 10.62%
3 Financials 5.97%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
66
677
$2K ﹤0.01%
+26
678
$2K ﹤0.01%
71
679
$2K ﹤0.01%
25
680
$2K ﹤0.01%
24
681
$2K ﹤0.01%
80
682
$2K ﹤0.01%
20
683
$2K ﹤0.01%
16
684
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38
-100
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+36
686
$2K ﹤0.01%
11
687
$2K ﹤0.01%
27
688
$2K ﹤0.01%
49
689
$2K ﹤0.01%
243
690
$2K ﹤0.01%
21
691
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10
692
$2K ﹤0.01%
2
693
$2K ﹤0.01%
71
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17
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+40
696
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22
-5
697
$2K ﹤0.01%
85
698
$2K ﹤0.01%
96
699
$2K ﹤0.01%
500
700
$2K ﹤0.01%
10
-8
26 27
28
29 30