BFC

Bedel Financial Consulting Portfolio holdings

AUM $732M
1-Year Est. Return 3.43%
This Quarter Est. Return
1 Year Est. Return
+3.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$1.02M
3
+$138K
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$107K
5
OTIS icon
Otis Worldwide
OTIS
+$64K

Top Sells

1
+$712K
2
+$434K
3
+$383K
4
MSFT icon
Microsoft
MSFT
+$369K
5
LLY icon
Eli Lilly
LLY
+$275K

Sector Composition

1 Healthcare 34.13%
2 Technology 10.62%
3 Financials 5.97%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$100K 0.05%
933
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202
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10,240
-320
203
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2,583
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204
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206
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207
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208
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209
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210
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211
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212
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$77K 0.04%
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