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
726
$7K ﹤0.01%
+66
727
$7K ﹤0.01%
104
728
$7K ﹤0.01%
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729
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730
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93
+38
731
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732
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925
733
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734
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735
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736
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40
737
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739
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741
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+1,480
742
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743
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500
744
$6K ﹤0.01%
56
745
$6K ﹤0.01%
15
746
$6K ﹤0.01%
+96
747
$6K ﹤0.01%
+327
748
$6K ﹤0.01%
110
+17
749
$6K ﹤0.01%
41
750
$6K ﹤0.01%
180