BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
-5.82%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$139M
AUM Growth
-$10.9M
(-7.3%)
Cap. Flow
-$2.32M
Cap. Flow
% of AUM
-1.67%
Top 10 Holdings %
Top 10 Hldgs %
45.12%
Holding
748
New
24
Increased
93
Reduced
91
Closed
35
Top Buys
| 1 |
Innovator US Equity Ultra Buffer ETF October
UOCT
|
$1.56M |
| 2 |
American Express
AXP
|
$123K |
| 3 |
Cummins
CMI
|
$120K |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$103K |
| 5 |
Walt Disney
DIS
|
$99.6K |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$873K |
| 2 |
Duke Energy
DUK
|
$404K |
| 3 |
AET
Aetna Inc
AET
|
$297K |
| 4 |
National Grid
NGG
|
$273K |
| 5 |
Bristol-Myers Squibb
BMY
|
$238K |
Sector Composition
| 1 | Healthcare | 36.03% |
| 2 | Financials | 8.91% |
| 3 | Technology | 7.63% |
| 4 | Consumer Staples | 5.42% |
| 5 | Industrials | 5.21% |
