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
426
$42K 0.01%
65
+2
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
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920
438
$40K 0.01%
264
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439
$40K 0.01%
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440
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400
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300
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443
$39K 0.01%
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444
$39K 0.01%
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445
$39K 0.01%
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446
$39K 0.01%
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$39K 0.01%
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-250
448
$38K 0.01%
161
+1
449
$38K 0.01%
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450
$38K 0.01%
1,600