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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
$165M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$510K
3
+$415K
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$403K
5
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$402K

Top Sells

1
+$195K
2
+$181K
3
+$116K
4
PEP icon
PepsiCo
PEP
+$90.5K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$82K

Sector Composition

1 Healthcare 29.65%
2 Technology 8.66%
3 Financials 8.62%
4 Industrials 5.57%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1K ﹤0.01%
10
702
$1K ﹤0.01%
29
703
$1K ﹤0.01%
+12
704
$1K ﹤0.01%
81
705
$1K ﹤0.01%
18
706
$1K ﹤0.01%
390
707
$1K ﹤0.01%
+27
708
$1K ﹤0.01%
34
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$1K ﹤0.01%
10
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711
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20
712
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4
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20
714
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27
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$0 ﹤0.01%
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718
$0 ﹤0.01%
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722
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723
$0 ﹤0.01%
1
724
$0 ﹤0.01%
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725
– –
-840
27 28
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