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
476
$30K 0.01%
616
477
$30K 0.01%
1,023
478
$30K 0.01%
61,000
479
$30K 0.01%
93
480
$29K 0.01%
256
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481
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44
482
$29K 0.01%
170
483
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484
$29K 0.01%
783
+164
485
$28K 0.01%
710
486
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487
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488
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272
489
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490
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491
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$28K 0.01%
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$27K 0.01%
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494
$27K 0.01%
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495
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496
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497
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498
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$26K 0.01%
324
-55
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