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
$637M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$589K
3
+$504K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$418K
5
GSPY icon
Gotham Enhanced 500 ETF
GSPY
+$390K

Top Sells

1
+$291K
2
+$253K
3
+$244K
4
TMUS icon
T-Mobile US
TMUS
+$219K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$214K

Sector Composition

1 Healthcare 42.52%
2 Technology 6.87%
3 Financials 3.38%
4 Consumer Discretionary 1.99%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.25%
46,779
52
$1.55M 0.24%
41,439
-253
53
$1.55M 0.24%
4,497
-30
54
$1.51M 0.24%
4,486
55
$1.49M 0.23%
5,279
-1
56
$1.49M 0.23%
33,621
+1,289
57
$1.47M 0.23%
27,532
+2,396
58
$1.43M 0.22%
49,693
+13,571
59
$1.42M 0.22%
23,131
-280
60
$1.39M 0.22%
6,765
+10
61
$1.38M 0.22%
2,852
-22
62
$1.37M 0.22%
3,444
63
$1.37M 0.22%
25,217
+3,192
64
$1.37M 0.21%
2,848
-25
65
$1.33M 0.21%
5,219
-25
66
$1.31M 0.21%
5,237
-17
67
$1.31M 0.2%
10,424
+307
68
$1.29M 0.2%
8,203
-43
69
$1.29M 0.2%
12,807
-1,113
70
$1.21M 0.19%
20,047
+48
71
$1.21M 0.19%
7,704
+1
72
$1.11M 0.17%
4,129
-13
73
$1.1M 0.17%
25,478
+4,335
74
$1.1M 0.17%
14,550
75
$1.02M 0.16%
4,465
-37
1 2
3
4 5