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
$287M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$501K
3
+$443K
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$308K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$307K

Top Sells

1
+$841K
2
+$610K
3
+$247K
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$214K
5
BHC icon
Bausch Health
BHC
+$159K

Sector Composition

1 Healthcare 31.54%
2 Technology 11.62%
3 Financials 6.42%
4 Consumer Discretionary 4.9%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$7K ﹤0.01%
135
727
$7K ﹤0.01%
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728
$7K ﹤0.01%
100
729
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730
$7K ﹤0.01%
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731
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1,500
732
$7K ﹤0.01%
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733
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734
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736
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737
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738
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739
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741
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742
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743
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745
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746
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747
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748
$6K ﹤0.01%
+300
749
$6K ﹤0.01%
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750
$6K ﹤0.01%
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28 29
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31 32