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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
701
$2K ﹤0.01%
81
-6
702
$2K ﹤0.01%
12
+5
703
$2K ﹤0.01%
20
704
$2K ﹤0.01%
120
-10
705
$2K ﹤0.01%
63
706
$2K ﹤0.01%
+57
707
$2K ﹤0.01%
102
708
$2K ﹤0.01%
40
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709
$2K ﹤0.01%
11
710
$2K ﹤0.01%
42
711
$2K ﹤0.01%
139
712
$2K ﹤0.01%
45
713
$2K ﹤0.01%
3
714
$2K ﹤0.01%
200
-1
715
$2K ﹤0.01%
100
716
$1K ﹤0.01%
53
717
$1K ﹤0.01%
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718
$1K ﹤0.01%
1
719
$1K ﹤0.01%
13
720
$1K ﹤0.01%
42
721
$1K ﹤0.01%
16
722
$1K ﹤0.01%
81
723
$1K ﹤0.01%
33
724
$1K ﹤0.01%
+45
725
$1K ﹤0.01%
60
27 28
29
30 31