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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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
501
$26K 0.01%
141
+65
502
$25K 0.01%
966
-164
503
$25K 0.01%
87
504
$25K 0.01%
331
505
$25K 0.01%
99
+36
506
$25K 0.01%
100
507
$25K 0.01%
1,500
508
$25K 0.01%
185
509
$25K 0.01%
150
510
$25K 0.01%
2,925
511
$25K 0.01%
748
+18
512
$25K 0.01%
1,920
+300
513
$25K 0.01%
276
514
$25K 0.01%
201
515
$24K 0.01%
250
516
$24K 0.01%
690
-492
517
$24K 0.01%
1,130
+6
518
$24K 0.01%
396
519
$24K 0.01%
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520
$24K 0.01%
748
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521
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116
522
$24K 0.01%
5
523
$23K 0.01%
400
524
$23K 0.01%
136
525
$23K 0.01%
283
19 20
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