BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
-0.85%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$318M
AUM Growth
-$3.29M
(-1%)
Cap. Flow
+$2.02M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
53.8%
Holding
1,115
New
54
Increased
177
Reduced
190
Closed
106
Top Buys
| 1 |
Patrick Industries
PATK
|
+$921K |
| 2 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$465K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$367K |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$264K |
| 5 |
Intel
INTC
|
+$249K |
Top Sells
| 1 |
Dimensional International Value ETF
DFIV
|
+$1.07M |
| 2 |
Chevron
CVX
|
+$307K |
| 3 |
Custom Truck One Source
CTOS
|
+$118K |
| 4 |
Exxon Mobil
XOM
|
+$88.7K |
| 5 |
Apple
AAPL
|
+$80.1K |
Sector Composition
| 1 | Healthcare | 34.8% |
| 2 | Technology | 12% |
| 3 | Financials | 6.1% |
| 4 | Consumer Discretionary | 4.48% |
| 5 | Consumer Staples | 3.61% |
