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
376
$57K 0.02%
697
-420
377
$56K 0.02%
1,401
+715
378
$56K 0.02%
804
+400
379
$55K 0.02%
594
+1
380
$54K 0.02%
2,669
381
$54K 0.02%
1,305
+8
382
$54K 0.02%
+2,000
383
$54K 0.02%
1,332
384
$54K 0.02%
824
-40
385
$53K 0.02%
1,621
+33
386
$53K 0.02%
800
387
$53K 0.02%
725
+139
388
$52K 0.02%
1,968
+270
389
$52K 0.02%
325
390
$52K 0.02%
324
-25
391
$51K 0.02%
1,210
+15
392
$51K 0.02%
606
393
$50K 0.02%
302
-51
394
$50K 0.02%
527
395
$49K 0.02%
199
+8
396
$49K 0.02%
469
397
$49K 0.02%
73
+7
398
$48K 0.01%
975
399
$48K 0.01%
1,000
400
$48K 0.01%
401
+200
14 15
16
17 18