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
101
$690K 0.11%
4,348
+1
102
$690K 0.11%
2,549
-68
103
$681K 0.11%
3,873
-119
104
$677K 0.11%
3,291
105
$669K 0.1%
12,748
106
$664K 0.1%
16,400
-61
107
$663K 0.1%
7,056
+2
108
$661K 0.1%
31,929
+90
109
$658K 0.1%
13,184
110
$657K 0.1%
17,730
111
$655K 0.1%
3,812
112
$647K 0.1%
9,600
113
$647K 0.1%
1,247
+20
114
$642K 0.1%
4,962
115
$640K 0.1%
3,353
-141
116
$633K 0.1%
5,397
-83
117
$627K 0.1%
18,348
-211
118
$620K 0.1%
1,733
119
$619K 0.1%
2,191
-26
120
$615K 0.1%
27,412
121
$601K 0.09%
3,134
+19
122
$595K 0.09%
13,317
-144
123
$582K 0.09%
6,365
-58
124
$570K 0.09%
9,838
+19
125
$562K 0.09%
2,457
+204
3 4
5
6 7