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
151
$424K 0.07%
14,400
-376
152
$421K 0.07%
2,332
+79
153
$421K 0.07%
2,303
154
$420K 0.07%
15,627
+3
155
$417K 0.07%
4,703
+89
156
$417K 0.07%
9,898
-100
157
$416K 0.07%
3,140
-90
158
$416K 0.07%
2,100
159
$412K 0.06%
9,442
+1
160
$411K 0.06%
1,447
-5
161
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4,000
162
$380K 0.06%
3,931
163
$373K 0.06%
15,138
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164
$371K 0.06%
6,486
165
$370K 0.06%
1,228
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166
$366K 0.06%
657
167
$361K 0.06%
3,997
168
$361K 0.06%
2,359
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169
$360K 0.06%
6,144
170
$359K 0.06%
3,062
171
$359K 0.06%
11,870
-3,674
172
$349K 0.05%
4,349
+8
173
$348K 0.05%
8,459
174
$344K 0.05%
7,904
175
$344K 0.05%
9,521
-187
5 6
7
8 9