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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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
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789
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799
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42
800
– –
-10,731
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