BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
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
+$8.62M
2
+$550K
3
+$410K
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$407K
5
FDX icon
FedEx
FDX
+$389K

Top Sells

1
+$198K
2
+$143K
3
+$118K
4
PEP icon
PepsiCo
PEP
+$92.6K
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
51
$612K 0.37%
10,731
52
$602K 0.37%
2,235
+337
53
$600K 0.36%
4,142
-158
54
$574K 0.35%
2,976
+328
55
$560K 0.34%
4,128
56
$548K 0.33%
12,744
57
$546K 0.33%
3,326
+2,369
58
$545K 0.33%
21,520
+111
59
$539K 0.33%
6,162
+1,717
60
$535K 0.33%
7,362
-108
61
$534K 0.32%
21,705
-255
62
$515K 0.31%
3,909
+99
63
$512K 0.31%
5,073
-35
64
$512K 0.31%
17,768
65
$504K 0.31%
12,258
+103
66
$490K 0.3%
4,818
67
$480K 0.29%
18,609
68
$467K 0.28%
4,686
69
$462K 0.28%
12,540
70
$460K 0.28%
8,520
71
$450K 0.27%
5,748
72
$445K 0.27%
17,864
+16,352
73
$444K 0.27%
5,650
-88
74
$444K 0.27%
37,788
75
$429K 0.26%
1,621
1 2
3
4 5