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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$2.89M
3
+$1.93M
4
FLV icon
American Century Focused Large Cap Value ETF
FLV
+$1.32M
5
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$1.23M

Top Sells

1
+$768K
2
+$485K
3
+$434K
4
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$336K
5
ADBE icon
Adobe
ADBE
+$266K

Sector Composition

1 Healthcare 32.89%
2 Technology 7.04%
3 Financials 3.93%
4 Consumer Staples 2.79%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$332K 0.08%
1,244
152
$331K 0.08%
4,000
153
$330K 0.08%
2,354
154
$329K 0.08%
2,206
+1
155
$323K 0.08%
4,529
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156
$322K 0.08%
3,393
157
$316K 0.08%
21,630
+240
158
$314K 0.08%
4,715
-37
159
$309K 0.08%
7,846
-1,351
160
$308K 0.08%
6,144
161
$307K 0.08%
7,945
+1,069
162
$302K 0.08%
+3,534
163
$299K 0.07%
6,712
164
$297K 0.07%
5,898
+1
165
$297K 0.07%
14,666
-388
166
$296K 0.07%
3,141
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167
$295K 0.07%
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168
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169
$293K 0.07%
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170
$291K 0.07%
657
171
$287K 0.07%
2,988
-339
172
$284K 0.07%
5,643
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173
$284K 0.07%
4,018
174
$275K 0.07%
1,307
175
$275K 0.07%
641
+1
5 6
7
8 9