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
$176M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$532K
2
+$210K
3
+$185K
4
XPH icon
State Street SPDR S&P Pharmaceuticals ETF
XPH
+$114K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$90K

Top Sells

1
+$1.96M
2
+$1.41M
3
+$900K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$625K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$482K

Sector Composition

1 Healthcare 31.74%
2 Technology 9.71%
3 Financials 8.87%
4 Consumer Staples 5.28%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
11
727
$1K ﹤0.01%
5
728
$1K ﹤0.01%
15
729
$1K ﹤0.01%
16
730
$1K ﹤0.01%
20
731
$1K ﹤0.01%
95
732
$1K ﹤0.01%
30
733
$1K ﹤0.01%
11
734
$1K ﹤0.01%
41
735
$1K ﹤0.01%
22
736
$1K ﹤0.01%
49
737
$1K ﹤0.01%
18
738
$1K ﹤0.01%
11
739
$1K ﹤0.01%
36
740
$1K ﹤0.01%
20
741
$1K ﹤0.01%
32
742
$1K ﹤0.01%
7
743
$1K ﹤0.01%
31
744
$1K ﹤0.01%
29
745
– –
0
746
$1K ﹤0.01%
12
747
$1K ﹤0.01%
29
-200
748
$1K ﹤0.01%
81
749
$1K ﹤0.01%
18
750
$1K ﹤0.01%
390
28 29
30
31 32