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
551
$22K 0.01%
286
552
$21K 0.01%
765
+4
553
$21K 0.01%
1,210
554
$21K 0.01%
591
-99
555
$21K 0.01%
1,295
556
$21K 0.01%
3,015
-880
557
$21K 0.01%
2,000
558
$21K 0.01%
347
+86
559
$21K 0.01%
3,128
560
$21K 0.01%
57
+8
561
$21K 0.01%
132
+57
562
$21K 0.01%
704
563
$21K 0.01%
700
+5
564
$20K 0.01%
331
565
$20K 0.01%
495
566
$20K 0.01%
202
-2
567
$20K 0.01%
210
568
$20K 0.01%
756
+8
569
$20K 0.01%
145
570
$20K 0.01%
72
571
$19K 0.01%
710
572
$19K 0.01%
105
573
$19K 0.01%
107
574
$19K 0.01%
1,828
575
$18K 0.01%
588
-4
21 22
23
24 25