BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
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
+$585K
2
+$502K
3
+$468K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$318K
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$313K

Top Sells

1
+$716K
2
+$610K
3
+$247K
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$211K
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
776
$5K ﹤0.01%
98
777
$5K ﹤0.01%
285
-2,100
778
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24
779
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55
780
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8
781
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782
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80
783
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784
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785
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786
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787
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788
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789
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790
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791
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792
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794
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795
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796
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797
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798
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799
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800
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30 31
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