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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
551
$20K 0.01%
200
552
$20K 0.01%
275
-76
553
$20K 0.01%
415
554
$20K 0.01%
704
555
$19K 0.01%
100
556
$19K 0.01%
+980
557
$19K 0.01%
592
558
$19K 0.01%
210
559
$19K 0.01%
105
560
$19K 0.01%
1,389
-1,600
561
$19K 0.01%
1,828
562
$18K 0.01%
880
563
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534
564
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259
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565
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251
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566
$18K 0.01%
710
567
$18K 0.01%
1,920
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568
$18K 0.01%
408
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569
$18K 0.01%
936
570
$18K 0.01%
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$18K 0.01%
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572
$18K 0.01%
133
573
$18K 0.01%
5,804
574
$18K 0.01%
673
-785
575
$17K 0.01%
1,132
21 22
23
24 25