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
126
$214K 0.13%
877
127
$213K 0.13%
7,330
+6
128
$211K 0.13%
2,393
129
$211K 0.13%
12,937
130
$209K 0.13%
2,426
+3
131
$208K 0.13%
2,316
132
$207K 0.13%
3,101
133
$205K 0.12%
974
134
$204K 0.12%
5,082
135
$201K 0.12%
3,904
-11
136
$201K 0.12%
7,416
137
$200K 0.12%
3,817
+253
138
$195K 0.12%
3,335
139
$194K 0.12%
2,431
+1
140
$193K 0.12%
1,977
141
$192K 0.12%
+3,897
142
$191K 0.12%
1,401
+69
143
$191K 0.12%
5,307
-128
144
$188K 0.11%
1,415
145
$185K 0.11%
1,980
146
$183K 0.11%
2,185
147
$181K 0.11%
1,636
148
$180K 0.11%
2,741
149
$179K 0.11%
1,729
150
$175K 0.11%
1,627
+1,544
4 5
6
7 8