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
176
$273K 0.07%
9,338
177
$272K 0.07%
6,491
+1,078
178
$272K 0.07%
8,227
-136
179
$268K 0.07%
3,228
+411
180
$258K 0.06%
8,337
181
$257K 0.06%
804
182
$256K 0.06%
11,117
+436
183
$252K 0.06%
1,282
184
$252K 0.06%
8,932
185
$251K 0.06%
+5,060
186
$249K 0.06%
752
-15
187
$247K 0.06%
1,421
188
$247K 0.06%
3,103
189
$245K 0.06%
2,878
+1
190
$243K 0.06%
1,721
+7
191
$239K 0.06%
1,379
192
$239K 0.06%
+8,003
193
$238K 0.06%
4,051
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194
$237K 0.06%
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195
$234K 0.06%
4,679
196
$233K 0.06%
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197
$233K 0.06%
8,551
198
$233K 0.06%
+2,338
199
$232K 0.06%
9,267
+301
200
$230K 0.06%
1,463
-32
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8
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