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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
$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
701
$2K ﹤0.01%
120
702
$2K ﹤0.01%
8
703
$1K ﹤0.01%
34
704
$1K ﹤0.01%
53
705
$1K ﹤0.01%
12
706
$1K ﹤0.01%
10
707
$1K ﹤0.01%
1
708
$1K ﹤0.01%
14
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709
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100
710
$1K ﹤0.01%
13
711
$1K ﹤0.01%
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712
$1K ﹤0.01%
45
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$1K ﹤0.01%
81
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$1K ﹤0.01%
3
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$1K ﹤0.01%
48
716
$1K ﹤0.01%
94
717
$1K ﹤0.01%
+28
718
$1K ﹤0.01%
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719
$1K ﹤0.01%
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720
$1K ﹤0.01%
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721
$1K ﹤0.01%
+42
722
$1K ﹤0.01%
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723
$1K ﹤0.01%
11
724
$1K ﹤0.01%
5
725
$1K ﹤0.01%
15
27 28
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30 31