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
526
$25K 0.01%
72
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527
$25K 0.01%
620
-163
528
$24K 0.01%
87
529
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61
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530
$24K 0.01%
200
531
$24K 0.01%
700
532
$24K 0.01%
767
+19
533
$24K 0.01%
213
534
$24K 0.01%
921
535
$24K 0.01%
474
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536
$24K 0.01%
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537
$24K 0.01%
93
538
$23K 0.01%
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541
$23K 0.01%
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542
$23K 0.01%
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543
$23K 0.01%
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544
$23K 0.01%
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$22K 0.01%
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$22K 0.01%
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548
$22K 0.01%
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$22K 0.01%
750
550
$22K 0.01%
291
+15