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
626
$14K ﹤0.01%
300
627
$14K ﹤0.01%
1,030
+50
628
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500
629
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100
630
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1,000
631
$14K ﹤0.01%
300
632
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400
633
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159
-25
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285
635
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54
636
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637
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268
638
$14K ﹤0.01%
37
639
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+1,568
640
$14K ﹤0.01%
614
641
$13K ﹤0.01%
450
+300
642
$13K ﹤0.01%
100
-24
643
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146
644
$13K ﹤0.01%
123
+23
645
$13K ﹤0.01%
329
+29
646
$13K ﹤0.01%
95
+83
647
$13K ﹤0.01%
423
648
$13K ﹤0.01%
150
649
$13K ﹤0.01%
519
650
$13K ﹤0.01%
51