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
751
$1K ﹤0.01%
29
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753
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12
754
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7
+5
755
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+100
756
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+119
757
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61
758
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81
759
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165
760
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+127
761
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390
762
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763
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764
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35
765
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30
+3
766
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10
767
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240
768
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769
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19
-9
770
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771
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+91
772
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7
773
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21
774
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5
775
$1K ﹤0.01%
16
29 30
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32 33