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
51
$1.03M 0.32%
21,795
+90
52
$994K 0.31%
4,026
53
$957K 0.3%
8,252
+24
54
$948K 0.29%
2,172
-46
55
$926K 0.29%
4,163
+37
56
$924K 0.29%
9,600
57
$914K 0.28%
2,991
58
$852K 0.27%
106,552
+41,104
59
$842K 0.26%
2,391
+33
60
$820K 0.26%
5,012
+77
61
$777K 0.24%
5,440
62
$724K 0.23%
21,697
63
$713K 0.22%
3,153
+14
64
$711K 0.22%
10,354
+2
65
$692K 0.22%
15,546
+998
66
$689K 0.21%
36,576
+648
67
$685K 0.21%
5,859
68
$685K 0.21%
12,198
+390
69
$677K 0.21%
4,560
+65
70
$674K 0.21%
20,248
-35
71
$668K 0.21%
27,412
72
$668K 0.21%
43,324
+370
73
$667K 0.21%
17,730
74
$640K 0.2%
5,553
+9
75
$626K 0.19%
5,415
-79
1 2
3
4 5