BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
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%
5
727
$1K ﹤0.01%
15
728
$1K ﹤0.01%
16
729
$1K ﹤0.01%
20
730
$1K ﹤0.01%
95
731
$1K ﹤0.01%
30
732
$1K ﹤0.01%
11
733
$1K ﹤0.01%
41
734
$1K ﹤0.01%
22
735
$1K ﹤0.01%
49
736
$1K ﹤0.01%
18
737
$1K ﹤0.01%
11
738
$1K ﹤0.01%
36
739
$1K ﹤0.01%
20
740
$1K ﹤0.01%
32
741
$1K ﹤0.01%
7
742
$1K ﹤0.01%
3
743
$1K ﹤0.01%
29
744
– –
0
745
$1K ﹤0.01%
12
746
$1K ﹤0.01%
81
747
$1K ﹤0.01%
390
748
$1K ﹤0.01%
27
749
$1K ﹤0.01%
94
750
$1K ﹤0.01%
+181
28 29
30
31 32