BFC

Bedel Financial Consulting Portfolio holdings

AUM $732M
1-Year Est. Return 3.43%
This Quarter Est. Return
1 Year Est. Return
+3.43%
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
401
$48K 0.01%
401
+200
402
$47K 0.01%
1,403
-1,100
403
$47K 0.01%
801
404
$47K 0.01%
2,991
405
$47K 0.01%
2,500
406
$46K 0.01%
355
407
$46K 0.01%
+640
408
$46K 0.01%
1,781
409
$46K 0.01%
544
410
$46K 0.01%
549
+205
411
$46K 0.01%
2,430
412
$46K 0.01%
1,187
413
$46K 0.01%
600
414
$45K 0.01%
1,361
-1,620
415
$45K 0.01%
1,000
416
$45K 0.01%
159
417
$45K 0.01%
1,017
418
$44K 0.01%
710
419
$44K 0.01%
5,000
420
$44K 0.01%
1,476
+453
421
$44K 0.01%
130
422
$43K 0.01%
989
423
$43K 0.01%
3,424
424
$43K 0.01%
497
+63
425
$42K 0.01%
453
+31