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
201
$97K 0.06%
1,255
202
$95K 0.06%
4,000
203
$94K 0.06%
1,398
204
$94K 0.06%
1,140
+1
205
$94K 0.06%
7,390
-1,156
206
$94K 0.06%
1,076
+2
207
$93K 0.06%
1,679
208
$93K 0.06%
633
209
$93K 0.06%
661
+2
210
$93K 0.06%
1,609
211
$92K 0.06%
260
212
$89K 0.05%
330
213
$89K 0.05%
1,762
214
$88K 0.05%
883
215
$88K 0.05%
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216
$86K 0.05%
5,277
217
$85K 0.05%
8,327
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218
$85K 0.05%
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219
$83K 0.05%
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220
$83K 0.05%
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221
$83K 0.05%
606
222
$81K 0.05%
418
223
$81K 0.05%
741
224
$81K 0.05%
628
225
$81K 0.05%
879
7 8
9
10 11