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
$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%
124
702
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16
703
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1,000
-1,000
704
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300
705
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25
706
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642
-185
707
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542
708
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94
709
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710
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168
-232
711
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278
712
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715
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100
716
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717
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718
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719
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395
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720
$7K ﹤0.01%
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721
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40
722
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723
$7K ﹤0.01%
730
724
$7K ﹤0.01%
400
725
$7K ﹤0.01%
94
27 28
29
30 31