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
$322M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$473K
3
+$375K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$333K
5
CTOS icon
Custom Truck One Source
CTOS
+$329K

Top Sells

1
+$2.43M
2
+$529K
3
+$486K
4
HD icon
Home Depot
HD
+$281K
5
NI icon
NiSource
NI
+$259K

Sector Composition

1 Healthcare 33.45%
2 Technology 12.75%
3 Financials 6.05%
4 Consumer Discretionary 4.79%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$64K 0.02%
+782
352
$64K 0.02%
1,555
+76
353
$64K 0.02%
1,093
354
$64K 0.02%
212
355
$64K 0.02%
3,560
356
$63K 0.02%
1,200
357
$62K 0.02%
+3,500
358
$62K 0.02%
930
+240
359
$62K 0.02%
1,739
360
$61K 0.02%
268
+13
361
$61K 0.02%
3,837
362
$60K 0.02%
+1,660
363
$60K 0.02%
50,000
364
$60K 0.02%
500
365
$60K 0.02%
100
366
$59K 0.02%
2,413
367
$59K 0.02%
839
+38
368
$59K 0.02%
1,560
+18
369
$59K 0.02%
2,188
+1,564
370
$59K 0.02%
538
371
$58K 0.02%
+1,200
372
$58K 0.02%
237
+66
373
$57K 0.02%
232
+42
374
$57K 0.02%
800
375
$57K 0.02%
1,412
13 14
15
16 17