BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
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
576
$18K 0.01%
309
+152
577
$18K 0.01%
87
+35
578
$18K 0.01%
125
579
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294
+66
580
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220
581
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551
582
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134
+1
583
$18K 0.01%
283
+17
584
$18K 0.01%
5,804
585
$18K 0.01%
873
+200
586
$18K 0.01%
1,290
+18
587
$18K 0.01%
588
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588
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250
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645
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125
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$18K 0.01%
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592
$18K 0.01%
80
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$18K 0.01%
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$18K 0.01%
268
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$17K 0.01%
200
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596
$17K 0.01%
564
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597
$17K 0.01%
259
598
$17K 0.01%
520
599
$17K 0.01%
323
600
$17K 0.01%
26
+17
22 23
24
25 26