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
151
$168K 0.1%
635
+22
152
$168K 0.1%
3,194
153
$163K 0.1%
4,512
154
$162K 0.1%
5,922
155
$155K 0.09%
8,692
156
$154K 0.09%
1,726
+76
157
$152K 0.09%
1,445
+11
158
$150K 0.09%
1,256
159
$150K 0.09%
1,945
160
$150K 0.09%
1,750
161
$150K 0.09%
1,757
162
$149K 0.09%
7,812
163
$148K 0.09%
2,714
-183
164
$145K 0.09%
1,743
165
$145K 0.09%
1,144
166
$144K 0.09%
3,037
-2,486
167
$143K 0.09%
841
+408
168
$140K 0.09%
1,099
169
$139K 0.08%
4,472
170
$138K 0.08%
1,636
171
$138K 0.08%
1,977
172
$138K 0.08%
830
+1
173
$134K 0.08%
2,302
174
$133K 0.08%
4,328
175
$133K 0.08%
1,286