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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
$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
901
$2K ﹤0.01%
+538
902
$2K ﹤0.01%
303
903
$2K ﹤0.01%
95
904
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+100
905
$2K ﹤0.01%
100
906
$2K ﹤0.01%
+50
907
$2K ﹤0.01%
100
908
$2K ﹤0.01%
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909
$2K ﹤0.01%
12
910
$1K ﹤0.01%
34
911
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8
912
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13
915
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918
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+66
920
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40
921
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15
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40
923
$1K ﹤0.01%
22
924
$1K ﹤0.01%
13
925
$1K ﹤0.01%
12
35 36
37
38 39