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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$2.89M
3
+$1.93M
4
FLV icon
American Century Focused Large Cap Value ETF
FLV
+$1.32M
5
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$1.23M

Top Sells

1
+$768K
2
+$485K
3
+$434K
4
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$336K
5
ADBE icon
Adobe
ADBE
+$266K

Sector Composition

1 Healthcare 32.89%
2 Technology 7.04%
3 Financials 3.93%
4 Consumer Staples 2.79%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.3%
21,705
52
$1.19M 0.3%
6,824
+600
53
$1.18M 0.29%
32,881
+10,031
54
$1.18M 0.29%
17,996
+1,231
55
$1.15M 0.29%
25,308
-3,150
56
$1.03M 0.26%
5,194
+65
57
$1.03M 0.26%
12,219
+850
58
$990K 0.25%
14,685
+888
59
$971K 0.24%
11,620
+1
60
$961K 0.24%
8,178
-21
61
$960K 0.24%
3,616
62
$929K 0.23%
27,420
63
$919K 0.23%
4,171
64
$895K 0.22%
9,186
-457
65
$881K 0.22%
2,506
-76
66
$857K 0.21%
32,429
+827
67
$854K 0.21%
7,297
68
$846K 0.21%
59,996
+2,582
69
$842K 0.21%
14,587
+8,768
70
$839K 0.21%
3,938
+309
71
$782K 0.19%
15,119
+143
72
$762K 0.19%
5,160
+227
73
$761K 0.19%
5,607
+67
74
$751K 0.19%
23,838
-130
75
$744K 0.19%
9,024
+38
1 2
3
4 5