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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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%
+22
727
$1K ﹤0.01%
11
728
$1K ﹤0.01%
20
729
$1K ﹤0.01%
+46
730
$1K ﹤0.01%
+54
731
$1K ﹤0.01%
8
-92
732
$1K ﹤0.01%
42
733
$1K ﹤0.01%
20
+18
734
$1K ﹤0.01%
21
735
$1K ﹤0.01%
5
736
$1K ﹤0.01%
+62
737
$1K ﹤0.01%
+23
738
$1K ﹤0.01%
15
739
$1K ﹤0.01%
16
740
$1K ﹤0.01%
20
741
$1K ﹤0.01%
95
742
$1K ﹤0.01%
30
743
$1K ﹤0.01%
83
744
$1K ﹤0.01%
13
+3
745
$1K ﹤0.01%
49
746
$1K ﹤0.01%
11
747
$1K ﹤0.01%
35
748
$1K ﹤0.01%
36
749
$1K ﹤0.01%
20
750
$1K ﹤0.01%
+52
28 29
30
31 32