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
451
$34K 0.01%
434
452
$34K 0.01%
138
453
$34K 0.01%
165
454
$33K 0.01%
690
455
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712
456
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410
457
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650
458
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139
459
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117
+1
460
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461
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462
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463
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737
464
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171
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465
$32K 0.01%
625
466
$32K 0.01%
1,000
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467
$32K 0.01%
176
468
$32K 0.01%
1,380
469
$31K 0.01%
197
470
$31K 0.01%
62
471
$30K 0.01%
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473
$30K 0.01%
1,000
474
$30K 0.01%
1,500
475
$30K 0.01%
422
17 18
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