BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$189K
3
+$105K
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$103K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$85.2K

Top Sells

1
+$433K
2
+$346K
3
+$72.5K
4
OXY icon
Occidental Petroleum
OXY
+$49.8K
5
CELG
Celgene Corp
CELG
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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0
727
$1K ﹤0.01%
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728
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729
$1K ﹤0.01%
390
730
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27
731
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+94
732
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733
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734
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735
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736
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737
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738
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739
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740
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741
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742
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743
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3
745
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94
746
$0 ﹤0.01%
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747
$0 ﹤0.01%
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748
$0 ﹤0.01%
1
749
– –
-300
750
– –
-5
28 29
30
31 32