We are live on ! Find out more
BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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
+$736K
2
+$642K
3
+$553K
4
JPM icon
JPMorgan Chase
JPM
+$426K
5
CTOS icon
Custom Truck One Source
CTOS
+$376K

Top Sells

1
+$114K
2
+$84.1K
3
+$71.4K
4
WMT icon
Walmart Inc
WMT
+$53.2K
5
COST icon
Costco
COST
+$47.9K

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
701
$8K ﹤0.01%
154
702
$8K ﹤0.01%
200
703
$8K ﹤0.01%
100
704
$8K ﹤0.01%
248
705
$8K ﹤0.01%
124
706
$8K ﹤0.01%
16
707
$8K ﹤0.01%
1,000
-1,000
708
$8K ﹤0.01%
300
709
$8K ﹤0.01%
25
710
$8K ﹤0.01%
642
-185
711
$8K ﹤0.01%
542
712
$8K ﹤0.01%
94
713
$8K ﹤0.01%
322
714
$8K ﹤0.01%
168
-232
715
$8K ﹤0.01%
278
716
$8K ﹤0.01%
1,000
717
$8K ﹤0.01%
157
718
$7K ﹤0.01%
200
719
$7K ﹤0.01%
304
720
$7K ﹤0.01%
4
721
$7K ﹤0.01%
62
722
$7K ﹤0.01%
676
723
$7K ﹤0.01%
46
724
$7K ﹤0.01%
104
725
$7K ﹤0.01%
135
27 28
29
30 31