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
$291M
AUM Growth
+$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,061
New
Increased
Reduced
Closed

Top Buys

1
+$730K
2
+$601K
3
+$554K
4
JPM icon
JPMorgan Chase
JPM
+$445K
5
CTOS icon
Custom Truck One Source
CTOS
+$417K

Top Sells

1
+$111K
2
+$82.8K
3
+$72.1K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$51.3K
5
COST icon
Costco
COST
+$49K

Sector Composition

1 Healthcare 31.56%
2 Technology 11.77%
3 Financials 6.6%
4 Consumer Discretionary 4.82%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$51K 0.02%
705
+34
377
$50K 0.02%
355
378
$50K 0.02%
1,332
379
$50K 0.02%
207
380
$50K 0.02%
255
381
$49K 0.02%
800
382
$49K 0.02%
29
383
$49K 0.02%
469
384
$48K 0.02%
325
385
$47K 0.02%
2,430
386
$47K 0.02%
1,597
-300
387
$46K 0.02%
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388
$46K 0.02%
1,297
+7
389
$46K 0.02%
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390
$46K 0.02%
527
391
$46K 0.02%
+1,781
392
$45K 0.02%
190
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393
$45K 0.02%
801
394
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395
$44K 0.02%
180
396
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606
397
$44K 0.02%
920
398
$44K 0.02%
169
+50
399
$43K 0.01%
408
400
$43K 0.01%
2,991
14 15
16
17 18