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
551
$22K 0.01%
286
552
$21K 0.01%
1,210
553
$21K 0.01%
765
+4
554
$21K 0.01%
347
+86
555
$21K 0.01%
3,128
556
$21K 0.01%
57
+8
557
$21K 0.01%
591
-99
558
$21K 0.01%
1,295
559
$21K 0.01%
3,015
-880
560
$21K 0.01%
2,000
561
$21K 0.01%
132
+57
562
$21K 0.01%
704
563
$21K 0.01%
700
+5
564
$20K 0.01%
145
565
$20K 0.01%
72
566
$20K 0.01%
495
567
$20K 0.01%
202
-2
568
$20K 0.01%
210
569
$20K 0.01%
756
+8
570
$20K 0.01%
331
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%
87
+35
21 22
23
24 25