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
$682M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$370K
3
+$326K
4
TSLA icon
Tesla
TSLA
+$322K
5
SHOP icon
Shopify
SHOP
+$315K

Top Sells

1
+$2.8M
2
+$424K
3
+$344K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$334K
5
UOCT icon
Innovator US Equity Ultra Buffer ETF October
UOCT
+$315K

Sector Composition

1 Healthcare 45.41%
2 Technology 7.1%
3 Financials 3.06%
4 Consumer Discretionary 1.8%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.24%
4,403
-83
52
$1.58M 0.23%
15,933
-280
53
$1.56M 0.23%
40,728
-711
54
$1.53M 0.22%
3,444
55
$1.5M 0.22%
31,646
+95
56
$1.47M 0.22%
23,137
+6
57
$1.47M 0.22%
2,940
+92
58
$1.44M 0.21%
27,181
-351
59
$1.42M 0.21%
2,818
-34
60
$1.37M 0.2%
6,420
-345
61
$1.37M 0.2%
26,380
+1,163
62
$1.35M 0.2%
5,306
+27
63
$1.3M 0.19%
8,319
+116
64
$1.29M 0.19%
37,597
-9,182
65
$1.28M 0.19%
12,680
-127
66
$1.26M 0.18%
10,418
-6
67
$1.22M 0.18%
20,153
+106
68
$1.19M 0.17%
38,925
+5,434
69
$1.17M 0.17%
7,706
+2
70
$1.16M 0.17%
4,871
-366
71
$1.15M 0.17%
27,586
+2,108
72
$1.13M 0.17%
5,135
-84
73
$1.09M 0.16%
5,499
+1,626
74
$1.03M 0.15%
33,177
-444
75
$1.02M 0.15%
14,550
1 2
3
4 5