BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
+0.34%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$291M
AUM Growth
+$4M
(+1.4%)
Cap. Flow
+$3.79M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
52.18%
Holding
1,061
New
49
Increased
157
Reduced
114
Closed
33
Top Buys
| 1 |
Dimensional International Value ETF
DFIV
|
+$730K |
| 2 |
Eli Lilly
LLY
|
+$601K |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$554K |
| 4 |
JPMorgan Chase
JPM
|
+$445K |
| 5 |
Custom Truck One Source
CTOS
|
+$417K |
Top Sells
| 1 |
Microsoft
MSFT
|
+$111K |
| 2 |
Vanguard Total Bond Market
BND
|
+$82.8K |
| 3 |
McDonald's
MCD
|
+$72.1K |
| 4 |
Walmart
WMT
|
+$51.3K |
| 5 |
Costco
COST
|
+$49K |
Sector Composition
| 1 | Healthcare | 31.56% |
| 2 | Technology | 11.77% |
| 3 | Financials | 6.6% |
| 4 | Consumer Discretionary | 4.82% |
| 5 | Communication Services | 3.88% |
