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
$291M
AUM Growth
+$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,061
New
Increased
Reduced
Closed

Top Buys

1 +$730K
2 +$601K
3 +$554K
4
JPM icon
JPMorgan Chase
JPM
+$445K
5
CTOS icon
Custom Truck One Source
CTOS
+$417K

Top Sells

1 +$111K
2 +$82.8K
3 +$72.1K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$51.3K
5
COST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$10K ﹤0.01%
1,000
677
$10K ﹤0.01%
173
678
$10K ﹤0.01%
200
679
$9K ﹤0.01%
200
680
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56
+26
681
$9K ﹤0.01%
555
682
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35
683
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217
684
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160
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52
686
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149
687
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+100
688
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689
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81
692
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+200
693
$9K ﹤0.01%
25
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15
695
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696
$9K ﹤0.01%
925
697
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134
698
$9K ﹤0.01%
144
699
$9K ﹤0.01%
200
700
$8K ﹤0.01%
322