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
$545M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.63M
3
+$972K
4
BUFB icon
Innovator Laddered Allocation Buffer ETF
BUFB
+$531K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$523K

Top Sells

1
+$2.02M
2
+$744K
3
+$509K
4
UMAR icon
Innovator US Equity Ultra Buffer ETF March
UMAR
+$291K
5
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$259K

Sector Composition

1 Healthcare 37.66%
2 Technology 7.62%
3 Financials 3.37%
4 Consumer Discretionary 2.16%
5 Consumer Staples 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$413K 0.08%
+16,006
152
$396K 0.07%
15,624
-510
153
$395K 0.07%
817
154
$392K 0.07%
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+1
155
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156
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157
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4,000
158
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159
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160
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161
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162
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163
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164
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165
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166
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167
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170
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171
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4,621
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172
$334K 0.06%
9,708
173
$333K 0.06%
657
174
$332K 0.06%
2,253
175
$327K 0.06%
4,660
+131
5 6
7
8 9