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
676
$11K ﹤0.01%
98
677
$11K ﹤0.01%
192
678
$10K ﹤0.01%
78
679
$10K ﹤0.01%
56
680
$10K ﹤0.01%
217
681
$10K ﹤0.01%
189
682
$10K ﹤0.01%
149
683
$10K ﹤0.01%
100
684
$10K ﹤0.01%
74
685
$10K ﹤0.01%
+145
686
$10K ﹤0.01%
342
687
$10K ﹤0.01%
195
688
$10K ﹤0.01%
82
+1
689
$10K ﹤0.01%
225
+25
690
$10K ﹤0.01%
200
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
26 27
28
29 30