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
726
$7K ﹤0.01%
+66
727
$7K ﹤0.01%
104
728
$7K ﹤0.01%
160
729
$7K ﹤0.01%
160
730
$7K ﹤0.01%
93
+38
731
$7K ﹤0.01%
300
732
$7K ﹤0.01%
395
733
$7K ﹤0.01%
40
734
$7K ﹤0.01%
84
+9
735
$7K ﹤0.01%
225
736
$7K ﹤0.01%
178
+1
737
$7K ﹤0.01%
925
738
$7K ﹤0.01%
150
739
$7K ﹤0.01%
166
+93
740
$7K ﹤0.01%
144
741
$7K ﹤0.01%
+1,480
742
$7K ﹤0.01%
173
743
$7K ﹤0.01%
500
744
$6K ﹤0.01%
110
+17
745
$6K ﹤0.01%
41
746
$6K ﹤0.01%
180
747
$6K ﹤0.01%
200
748
$6K ﹤0.01%
46
749
$6K ﹤0.01%
98
750
$6K ﹤0.01%
24