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
201
$288K 0.05%
7,977
+14
202
$287K 0.05%
3,053
-322
203
$284K 0.04%
7,901
204
$279K 0.04%
10,360
205
$279K 0.04%
2,729
+15
206
$278K 0.04%
4,570
-30
207
$277K 0.04%
7,816
208
$276K 0.04%
3,690
209
$275K 0.04%
15,599
+38
210
$270K 0.04%
9,710
211
$269K 0.04%
1,578
212
$264K 0.04%
2,000
213
$263K 0.04%
642
+1
214
$263K 0.04%
45,227
215
$260K 0.04%
1,894
216
$259K 0.04%
4,450
217
$255K 0.04%
9,482
+229
218
$254K 0.04%
6,950
219
$253K 0.04%
5,897
220
$251K 0.04%
+1,848
221
$249K 0.04%
5,747
+1
222
$249K 0.04%
1,911
-40
223
$247K 0.04%
5,560
224
$236K 0.04%
2,140
225
$235K 0.04%
+1,357
7 8
9
10 11