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
$185M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$1.02M
3
+$138K
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$107K
5
OTIS icon
Otis Worldwide
OTIS
+$64K

Top Sells

1
+$712K
2
+$434K
3
+$383K
4
MSFT icon
Microsoft
MSFT
+$369K
5
LLY icon
Eli Lilly
LLY
+$275K

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%
+62
735
$1K ﹤0.01%
+23
736
$1K ﹤0.01%
15
737
$1K ﹤0.01%
30
738
$1K ﹤0.01%
83
739
$1K ﹤0.01%
13
+3
740
$1K ﹤0.01%
49
741
$1K ﹤0.01%
11
742
$1K ﹤0.01%
35
743
$1K ﹤0.01%
36
744
$1K ﹤0.01%
20
745
$1K ﹤0.01%
22
746
$1K ﹤0.01%
32
747
$1K ﹤0.01%
5
748
$1K ﹤0.01%
7
-5
749
$1K ﹤0.01%
10
-1
750
$1K ﹤0.01%
+26
28 29
30
31 32