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
626
$14K ﹤0.01%
100
627
$14K ﹤0.01%
1,000
628
$14K ﹤0.01%
300
629
$14K ﹤0.01%
400
630
$14K ﹤0.01%
159
-25
631
$14K ﹤0.01%
285
632
$14K ﹤0.01%
54
633
$14K ﹤0.01%
179
634
$14K ﹤0.01%
268
635
$14K ﹤0.01%
37
636
$14K ﹤0.01%
+1,568
637
$14K ﹤0.01%
614
638
$14K ﹤0.01%
300
639
$14K ﹤0.01%
1,030
+50
640
$14K ﹤0.01%
500
641
$13K ﹤0.01%
50
642
$13K ﹤0.01%
130
643
$13K ﹤0.01%
450
+300
644
$13K ﹤0.01%
100
-24
645
$13K ﹤0.01%
146
646
$13K ﹤0.01%
123
+23
647
$13K ﹤0.01%
329
+29
648
$13K ﹤0.01%
95
+83
649
$13K ﹤0.01%
423
650
$13K ﹤0.01%
150
24 25
26
27 28