We are live on ! Find out more
BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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
+$8.49M
2
+$510K
3
+$415K
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$403K
5
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$402K

Top Sells

1
+$195K
2
+$181K
3
+$116K
4
PEP icon
PepsiCo
PEP
+$90.5K
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
726
$0 ﹤0.01%
26
727
– –
-1,567
728
$0 ﹤0.01%
2
729
– –
-1,615
730
– –
-1,731
731
$0 ﹤0.01%
+20
732
– –
-40
733
– –
-53
734
$0 ﹤0.01%
33
735
$0 ﹤0.01%
1
736
– –
0
737
$0 ﹤0.01%
7
738
$0 ﹤0.01%
9
739
– –
-1,451
740
$0 ﹤0.01%
14
741
– –
-85
742
$0 ﹤0.01%
+9
743
– –
-1,629
744
$0 ﹤0.01%
3
745
$0 ﹤0.01%
2
746
$0 ﹤0.01%
42
747
$0 ﹤0.01%
11
748
– –
-152
749
$0 ﹤0.01%
16
750
$0 ﹤0.01%
5
27 28 29
30
31