BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
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
751
$6K ﹤0.01%
19
752
$6K ﹤0.01%
+63
753
$6K ﹤0.01%
+57
754
$6K ﹤0.01%
25
755
$6K ﹤0.01%
36
756
$6K ﹤0.01%
+187
757
$6K ﹤0.01%
65
758
$6K ﹤0.01%
120
759
$6K ﹤0.01%
167
760
$6K ﹤0.01%
200
761
$6K ﹤0.01%
+327
762
$6K ﹤0.01%
110
+17
763
$6K ﹤0.01%
41
764
$6K ﹤0.01%
180
765
$6K ﹤0.01%
200
766
$6K ﹤0.01%
200
767
$6K ﹤0.01%
213
-109
768
$5K ﹤0.01%
33
769
$5K ﹤0.01%
136
770
$5K ﹤0.01%
67
771
$5K ﹤0.01%
75
772
$5K ﹤0.01%
69
773
$5K ﹤0.01%
70
774
$5K ﹤0.01%
229
775
$5K ﹤0.01%
81
-79
29 30
31
32 33