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
$185M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$973K
3
+$133K
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$103K
5
OTIS icon
Otis Worldwide
OTIS
+$58.6K

Top Sells

1
+$695K
2
+$434K
3
+$373K
4
MSFT icon
Microsoft
MSFT
+$329K
5
PG icon
Procter & Gamble
PG
+$262K

Sector Composition

1 Healthcare 34.13%
2 Technology 10.62%
3 Financials 5.97%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
60
727
$1K ﹤0.01%
+22
728
$1K ﹤0.01%
11
729
$1K ﹤0.01%
20
730
$1K ﹤0.01%
+46
731
$1K ﹤0.01%
+54
732
$1K ﹤0.01%
8
-92
733
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42
734
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20
+18
735
$1K ﹤0.01%
+62
736
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+23
737
$1K ﹤0.01%
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738
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20
739
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740
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30
741
$1K ﹤0.01%
83
742
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13
+3
743
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744
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745
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36
746
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20
747
$1K ﹤0.01%
+52
748
$1K ﹤0.01%
22
749
$1K ﹤0.01%
32
750
$1K ﹤0.01%
5
28 29
30
31 32