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
751
$6K ﹤0.01%
35
752
$6K ﹤0.01%
+102
753
$6K ﹤0.01%
48
754
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104
755
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133
756
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75
757
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225
758
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36
759
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94
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200
761
$5K ﹤0.01%
18
762
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30
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764
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765
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766
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170
767
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45
768
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98
769
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285
-2,100
770
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771
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772
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8
773
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59
774
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+85
775
$5K ﹤0.01%
15
29 30
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32 33