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
$637M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$589K
3
+$504K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$418K
5
GSPY icon
Gotham Enhanced 500 ETF
GSPY
+$390K

Top Sells

1
+$291K
2
+$253K
3
+$244K
4
TMUS icon
T-Mobile US
TMUS
+$219K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$214K

Sector Composition

1 Healthcare 42.52%
2 Technology 6.87%
3 Financials 3.38%
4 Consumer Discretionary 1.99%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1,000K 0.16%
4,875
77
$984K 0.15%
33,491
-9,893
78
$983K 0.15%
3,938
79
$962K 0.15%
68,981
+545
80
$951K 0.15%
15,256
+732
81
$903K 0.14%
24,744
-155
82
$894K 0.14%
13,053
83
$891K 0.14%
25,242
+1,856
84
$871K 0.14%
22,263
-457
85
$869K 0.14%
7,617
+77
86
$854K 0.13%
5,241
+28
87
$827K 0.13%
23,250
88
$826K 0.13%
6,260
-80
89
$793K 0.12%
19,807
90
$784K 0.12%
4,377
-121
91
$774K 0.12%
27,903
+29
92
$772K 0.12%
8,926
+24
93
$729K 0.11%
995
+13
94
$726K 0.11%
1,440
+20
95
$723K 0.11%
35,529
+42
96
$719K 0.11%
2,576
+1
97
$703K 0.11%
10,666
-736
98
$702K 0.11%
10,981
-89
99
$699K 0.11%
1,907
+89
100
$698K 0.11%
21,965
-695
2 3
4
5 6