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
176
$342K 0.05%
4,247
+22
177
$340K 0.05%
2,997
+2
178
$336K 0.05%
330
179
$335K 0.05%
1,155
+2
180
$334K 0.05%
4,660
181
$334K 0.05%
9,074
-512
182
$326K 0.05%
6,490
183
$325K 0.05%
1,857
184
$325K 0.05%
1,834
185
$324K 0.05%
7,562
186
$323K 0.05%
5,571
-35
187
$319K 0.05%
5,881
+10
188
$318K 0.05%
5,479
-835
189
$315K 0.05%
4,501
-120
190
$314K 0.05%
3,093
-97
191
$312K 0.05%
1,084
192
$307K 0.05%
3,567
193
$302K 0.05%
+2,039
194
$300K 0.05%
3,429
+500
195
$298K 0.05%
1,758
+7
196
$297K 0.05%
10,005
197
$294K 0.05%
7,607
+8
198
$289K 0.05%
6,890
-721
199
$289K 0.05%
2,061
-54
200
$288K 0.05%
3,041
6 7
8
9 10