We are live on ! Find out more
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
951
$1K ﹤0.01%
119
952
$1K ﹤0.01%
+18
953
$1K ﹤0.01%
81
954
$1K ﹤0.01%
38
955
$1K ﹤0.01%
127
956
$1K ﹤0.01%
390
957
$1K ﹤0.01%
+100
958
$1K ﹤0.01%
80
959
$1K ﹤0.01%
27
960
$1K ﹤0.01%
19
961
$1K ﹤0.01%
+44
962
$1K ﹤0.01%
+16
963
$1K ﹤0.01%
173
964
$1K ﹤0.01%
7
-150
965
$1K ﹤0.01%
40
966
$0 ﹤0.01%
2
967
– –
-27
968
– –
-199
969
– –
-58
970
– –
-5,000
971
$0 ﹤0.01%
5
972
$0 ﹤0.01%
3
973
$0 ﹤0.01%
+3
974
$0 ﹤0.01%
+12
975
$0 ﹤0.01%
1
37 38
39
40 41