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
476
$33K 0.01%
650
477
$33K 0.01%
202
478
$32K 0.01%
1,154
-757
479
$32K 0.01%
150
480
$32K 0.01%
176
481
$32K 0.01%
610
-1,485
482
$32K 0.01%
150
483
$31K 0.01%
197
484
$31K 0.01%
1,000
485
$31K 0.01%
150
486
$31K 0.01%
492
+253
487
$31K 0.01%
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488
$31K 0.01%
75
489
$30K 0.01%
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492
$30K 0.01%
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494
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$30K 0.01%
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$30K 0.01%
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497
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498
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$29K 0.01%
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500
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465