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
451
$38K 0.01%
1,245
-352
452
$38K 0.01%
138
453
$38K 0.01%
737
454
$37K 0.01%
410
455
$37K 0.01%
1,072
456
$37K 0.01%
2,386
457
$37K 0.01%
1,182
+104
458
$37K 0.01%
275
459
$37K 0.01%
2,821
+48
460
$36K 0.01%
316
+60
461
$36K 0.01%
1,017
+483
462
$36K 0.01%
420
463
$36K 0.01%
2,659
-24
464
$36K 0.01%
155
-10
465
$35K 0.01%
2,000
466
$35K 0.01%
884
467
$35K 0.01%
1,500
468
$35K 0.01%
3,500
469
$35K 0.01%
681
-24
470
$34K 0.01%
712
471
$34K 0.01%
1,382
472
$34K 0.01%
800
473
$34K 0.01%
4,303
474
$34K 0.01%
1,380
475
$33K 0.01%
+1,200
17 18
19
20 21