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
176
$133K 0.08%
8,282
+2,230
177
$131K 0.08%
639
178
$128K 0.08%
4,652
179
$126K 0.08%
5,000
180
$121K 0.07%
+4,078
181
$120K 0.07%
1,487
182
$120K 0.07%
1,046
183
$118K 0.07%
600
184
$118K 0.07%
1,024
185
$116K 0.07%
2,585
+1,732
186
$116K 0.07%
1,488
187
$111K 0.07%
473
188
$110K 0.07%
2,604
+48
189
$110K 0.07%
2,156
190
$110K 0.07%
2,006
+2
191
$109K 0.07%
532
192
$107K 0.07%
1,509
-467
193
$106K 0.06%
2,806
194
$104K 0.06%
663
+2
195
$103K 0.06%
2,186
196
$101K 0.06%
873
197
$99K 0.06%
1,088
198
$99K 0.06%
24,240
+10,040
199
$98K 0.06%
6,700
-1,800
200
$97K 0.06%
3,370
-2,167
6 7
8
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