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
$682M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$370K
3
+$326K
4
TSLA icon
Tesla
TSLA
+$322K
5
SHOP icon
Shopify
SHOP
+$315K

Top Sells

1
+$2.8M
2
+$424K
3
+$344K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$334K
5
UOCT icon
Innovator US Equity Ultra Buffer ETF October
UOCT
+$315K

Sector Composition

1 Healthcare 45.41%
2 Technology 7.1%
3 Financials 3.06%
4 Consumer Discretionary 1.8%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.15%
26,340
+1,098
77
$1.02M 0.15%
16,913
+1,657
78
$1.01M 0.15%
13,053
79
$1M 0.15%
4,899
+24
80
$1M 0.15%
4,335
-130
81
$984K 0.14%
3,938
82
$977K 0.14%
1,149
+154
83
$921K 0.14%
24,576
-168
84
$916K 0.13%
69,491
+510
85
$891K 0.13%
3,760
-369
86
$874K 0.13%
21,733
-530
87
$867K 0.13%
7,001
+741
88
$844K 0.12%
23,250
89
$842K 0.12%
5,249
+8
90
$839K 0.12%
7,604
-13
91
$795K 0.12%
19,152
-655
92
$789K 0.12%
13,469
+4,465
93
$787K 0.12%
1,418
-22
94
$783K 0.11%
27,973
+70
95
$778K 0.11%
10,981
96
$753K 0.11%
19,393
+6,299
97
$745K 0.11%
4,271
-106
98
$745K 0.11%
35,529
99
$744K 0.11%
8,881
-45
100
$729K 0.11%
3,391
+100
2 3
4
5 6