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
$322M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$459K
3
+$370K
4
CTOS icon
Custom Truck One Source
CTOS
+$354K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$337K

Top Sells

1
+$2.45M
2
+$549K
3
+$446K
4
HD icon
Home Depot
HD
+$258K
5
NI icon
NiSource
NI
+$239K

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%
1,136
+6
527
$25K 0.01%
620
-163
528
$24K 0.01%
87
529
$24K 0.01%
61
+2
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
+59
536
$24K 0.01%
61,000
537
$24K 0.01%
93
538
$23K 0.01%
840
+372
539
$23K 0.01%
326
-10
540
$23K 0.01%
1,089
+310
541
$23K 0.01%
396
542
$23K 0.01%
522
543
$23K 0.01%
1,389
544
$23K 0.01%
250
+50
545
$22K 0.01%
100
546
$22K 0.01%
283
547
$22K 0.01%
100
548
$22K 0.01%
64
+1
549
$22K 0.01%
750
550
$22K 0.01%
291
+15
20 21
22
23 24