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
$176M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$509K
2
+$208K
3
+$175K
4
XPH icon
State Street SPDR S&P Pharmaceuticals ETF
XPH
+$99.1K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$89K

Top Sells

1
+$1.87M
2
+$1.35M
3
+$868K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$625K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$459K

Sector Composition

1 Healthcare 31.74%
2 Technology 9.71%
3 Financials 8.87%
4 Consumer Staples 5.28%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
34
752
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27
753
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10
754
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755
$1K ﹤0.01%
95
756
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20
757
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42
758
$1K ﹤0.01%
29
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759
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18
760
$0 ﹤0.01%
4
761
– –
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762
$0 ﹤0.01%
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– –
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764
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+1
765
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766
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2
767
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768
– –
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769
$0 ﹤0.01%
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770
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– –
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773
$0 ﹤0.01%
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774
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0
775
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7
29 30
31
32 33