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

Top Buys

1
+$690K
2
+$459K
3
+$370K
4
CTOS icon
Custom Truck One Source
CTOS
+$354K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$337K

Top Sells

1
+$2.45M
2
+$549K
3
+$446K
4
HD icon
Home Depot
HD
+$258K
5
NI icon
NiSource
NI
+$239K

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
426
$42K 0.01%
325
+10
427
$42K 0.01%
259
428
$41K 0.01%
457
429
$41K 0.01%
408
430
$41K 0.01%
1,432
431
$41K 0.01%
128
+11
432
$41K 0.01%
266
433
$41K 0.01%
1,121
+16
434
$40K 0.01%
690
435
$40K 0.01%
193
+78
436
$40K 0.01%
158
437
$40K 0.01%
920
438
$40K 0.01%
264
+14
439
$40K 0.01%
+450
440
$39K 0.01%
300
441
$39K 0.01%
29
442
$39K 0.01%
2,000
443
$39K 0.01%
1,486
444
$39K 0.01%
2,820
445
$39K 0.01%
400
+300
446
$39K 0.01%
945
447
$39K 0.01%
890
-250
448
$38K 0.01%
161
+1
449
$38K 0.01%
1,745
450
$38K 0.01%
1,600
16 17
18
19 20