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

Top Buys

1
+$509K
2
+$208K
3
+$175K
4
XPH icon
State Street SPDR S&P Pharmaceuticals ETF
XPH
+$99.1K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$89K

Top Sells

1
+$1.87M
2
+$1.35M
3
+$868K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$625K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$459K

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%
3
727
$1K ﹤0.01%
48
728
$1K ﹤0.01%
94
729
$1K ﹤0.01%
+28
730
$1K ﹤0.01%
11
731
$1K ﹤0.01%
12
732
$1K ﹤0.01%
19
733
$1K ﹤0.01%
+42
734
$1K ﹤0.01%
21
735
$1K ﹤0.01%
11
736
$1K ﹤0.01%
5
737
$1K ﹤0.01%
15
738
$1K ﹤0.01%
16
739
$1K ﹤0.01%
20
740
$1K ﹤0.01%
95
741
$1K ﹤0.01%
11
742
$1K ﹤0.01%
36
743
$1K ﹤0.01%
20
744
$1K ﹤0.01%
32
745
$1K ﹤0.01%
7
746
$1K ﹤0.01%
3
747
– –
0
748
$1K ﹤0.01%
12
749
$1K ﹤0.01%
81
750
$1K ﹤0.01%
390
28 29
30
31 32