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
$682M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$370K
3
+$326K
4
TSLA icon
Tesla
TSLA
+$322K
5
SHOP icon
Shopify
SHOP
+$315K

Top Sells

1
+$2.8M
2
+$424K
3
+$344K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$334K
5
UOCT icon
Innovator US Equity Ultra Buffer ETF October
UOCT
+$315K

Sector Composition

1 Healthcare 45.41%
2 Technology 7.1%
3 Financials 3.06%
4 Consumer Discretionary 1.8%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$346K 0.05%
14,566
-572
177
$345K 0.05%
1,341
+113
178
$344K 0.05%
9,074
179
$342K 0.05%
4,284
+37
180
$341K 0.05%
3,097
+4
181
$335K 0.05%
3,429
182
$333K 0.05%
7,384
-520
183
$330K 0.05%
2,999
+2
184
$324K 0.05%
6,486
185
$323K 0.05%
1,084
186
$322K 0.05%
2,361
+2
187
$321K 0.05%
1,849
+1
188
$315K 0.05%
5,469
-10
189
$315K 0.05%
+4,763
190
$313K 0.05%
1,857
191
$313K 0.05%
3,567
192
$308K 0.05%
4,570
193
$308K 0.05%
16,129
+530
194
$301K 0.04%
7,295
+405
195
$298K 0.04%
330
196
$297K 0.04%
3,054
+1
197
$295K 0.04%
5,564
-7
198
$295K 0.04%
4,502
+1
199
$291K 0.04%
7,616
+9
200
$291K 0.04%
7,562
6 7
8
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