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
576
$18K 0.01%
80
-10
577
$18K 0.01%
232
+32
578
$18K 0.01%
87
+35
579
$18K 0.01%
125
580
$18K 0.01%
294
+66
581
$18K 0.01%
220
582
$18K 0.01%
551
583
$18K 0.01%
134
+1
584
$18K 0.01%
283
+17
585
$18K 0.01%
5,804
586
$18K 0.01%
873
+200
587
$18K 0.01%
1,290
+18
588
$18K 0.01%
250
589
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936
590
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645
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$18K 0.01%
125
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592
$18K 0.01%
119
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593
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$18K 0.01%
309
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$17K 0.01%
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596
$17K 0.01%
564
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597
$17K 0.01%
259
598
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520
599
$17K 0.01%
323
600
$17K 0.01%
26
+17
22 23
24
25 26