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
$165M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$550K
3
+$410K
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$407K
5
FDX icon
FedEx
FDX
+$389K

Top Sells

1
+$198K
2
+$143K
3
+$118K
4
PEP icon
PepsiCo
PEP
+$92.6K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$82K

Sector Composition

1 Healthcare 29.65%
2 Technology 8.66%
3 Financials 8.62%
4 Industrials 5.57%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$417K 0.25%
3,195
+12
77
$412K 0.25%
8,703
-720
78
$410K 0.25%
+15,850
79
$399K 0.24%
12,156
80
$397K 0.24%
33,918
81
$397K 0.24%
6,957
-1,195
82
$388K 0.24%
7,199
83
$382K 0.23%
5,929
84
$381K 0.23%
6,820
85
$380K 0.23%
2,191
+1
86
$378K 0.23%
2,470
87
$365K 0.22%
6,254
88
$361K 0.22%
4,092
-168
89
$358K 0.22%
2,115
90
$355K 0.22%
1,726
-194
91
$354K 0.22%
20,016
92
$352K 0.21%
4,060
+26
93
$352K 0.21%
3,918
+26
94
$349K 0.21%
1,736
+39
95
$343K 0.21%
1,886
+65
96
$326K 0.2%
2,096
+70
97
$314K 0.19%
3,446
+92
98
$313K 0.19%
11,902
99
$304K 0.18%
5,330
100
$303K 0.18%
10,977
+909
2 3
4
5 6