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
676
$11K ﹤0.01%
192
677
$11K ﹤0.01%
2,400
678
$10K ﹤0.01%
56
679
$10K ﹤0.01%
217
680
$10K ﹤0.01%
189
681
$10K ﹤0.01%
149
682
$10K ﹤0.01%
100
683
$10K ﹤0.01%
74
684
$10K ﹤0.01%
+145
685
$10K ﹤0.01%
342
686
$10K ﹤0.01%
195
687
$10K ﹤0.01%
82
+1
688
$10K ﹤0.01%
225
+25
689
$10K ﹤0.01%
200
690
$10K ﹤0.01%
78
691
$10K ﹤0.01%
1,000
692
$9K ﹤0.01%
91
693
$9K ﹤0.01%
+83
694
$9K ﹤0.01%
160
695
$9K ﹤0.01%
86
+47
696
$9K ﹤0.01%
266
697
$9K ﹤0.01%
200
698
$9K ﹤0.01%
160
699
$9K ﹤0.01%
48
700
$9K ﹤0.01%
300