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
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$189K
3
+$105K
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$103K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$85.2K

Top Sells

1
+$433K
2
+$346K
3
+$72.5K
4
OXY icon
Occidental Petroleum
OXY
+$49.8K
5
CELG
Celgene Corp
CELG
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-4
752
$0 ﹤0.01%
19
753
$0 ﹤0.01%
100
754
$0 ﹤0.01%
1
755
$0 ﹤0.01%
2
756
$0 ﹤0.01%
26
757
– –
-171
758
– –
-1,280
759
$0 ﹤0.01%
2
760
$0 ﹤0.01%
20
761
– –
-260
762
$0 ﹤0.01%
33
763
– –
0
764
$0 ﹤0.01%
7
765
$0 ﹤0.01%
9
766
$0 ﹤0.01%
14
767
$0 ﹤0.01%
9
768
$0 ﹤0.01%
3
769
$0 ﹤0.01%
2
770
$0 ﹤0.01%
42
771
$0 ﹤0.01%
11
772
$0 ﹤0.01%
16
773
$0 ﹤0.01%
5
774
– –
0
775
– –
-17
28 29 30
31
32