BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
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
+$736K
2
+$642K
3
+$553K
4
JPM icon
JPMorgan Chase
JPM
+$426K
5
CTOS icon
Custom Truck One Source
CTOS
+$376K

Top Sells

1
+$114K
2
+$84.1K
3
+$71.4K
4
WMT icon
Walmart Inc
WMT
+$53.2K
5
COST icon
Costco
COST
+$47.9K

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
401
$43K 0.01%
2,991
402
$43K 0.01%
975
403
$42K 0.01%
801
404
$42K 0.01%
989
405
$42K 0.01%
3,424
406
$42K 0.01%
5,000
407
$42K 0.01%
1,000
408
$41K 0.01%
1,000
409
$41K 0.01%
864
+42
410
$40K 0.01%
600
411
$40K 0.01%
945
412
$39K 0.01%
315
-10
413
$39K 0.01%
1,745
414
$39K 0.01%
1,187
415
$39K 0.01%
2,000
416
$39K 0.01%
1,698
-1,474
417
$39K 0.01%
130
418
$39K 0.01%
1,486
419
$39K 0.01%
586
420
$39K 0.01%
2,820
421
$38K 0.01%
884
-10
422
$38K 0.01%
191
423
$38K 0.01%
1,078
+300
424
$38K 0.01%
3,500
425
$38K 0.01%
275
15 16
17
18 19