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
601
$17K 0.01%
398
-35
602
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267
603
$17K 0.01%
121
+5
604
$16K 0.01%
76
605
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41
+3
606
$16K 0.01%
590
607
$16K 0.01%
372
608
$16K 0.01%
104
+5
609
$16K 0.01%
500
610
$16K 0.01%
195
611
$16K 0.01%
140
-1
612
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160
613
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263
614
$16K 0.01%
63
615
$16K 0.01%
223
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$16K 0.01%
98
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617
$16K 0.01%
385
+325
618
$15K ﹤0.01%
860
-20
619
$15K ﹤0.01%
395
620
$15K ﹤0.01%
542
621
$15K ﹤0.01%
89
+5
622
$15K ﹤0.01%
54
-8
623
$15K ﹤0.01%
168
624
$15K ﹤0.01%
400
625
$14K ﹤0.01%
47
+12
23 24
25
26 27