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 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
+95
727
$1K ﹤0.01%
30
728
$1K ﹤0.01%
11
729
$1K ﹤0.01%
+22
730
$1K ﹤0.01%
49
731
$1K ﹤0.01%
13
732
$1K ﹤0.01%
36
733
$1K ﹤0.01%
+17
734
$1K ﹤0.01%
500
735
$1K ﹤0.01%
37
736
$1K ﹤0.01%
7
737
$1K ﹤0.01%
10
738
$1K ﹤0.01%
29
739
– –
0
740
$1K ﹤0.01%
+94
741
$1K ﹤0.01%
27
742
$1K ﹤0.01%
10
743
$1K ﹤0.01%
+19
744
$1K ﹤0.01%
95
745
$1K ﹤0.01%
20
746
$0 ﹤0.01%
1
747
– –
-439
748
– –
-300
749
– –
-5
750
$0 ﹤0.01%
2
28 29
30
31 32