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
751
$6K ﹤0.01%
16
-32
752
$6K ﹤0.01%
19
753
$6K ﹤0.01%
+63
754
$6K ﹤0.01%
+57
755
$6K ﹤0.01%
25
756
$6K ﹤0.01%
36
757
$6K ﹤0.01%
+187
758
$6K ﹤0.01%
65
759
$6K ﹤0.01%
120
760
$6K ﹤0.01%
200
761
$6K ﹤0.01%
213
-109
762
$6K ﹤0.01%
167
763
$6K ﹤0.01%
200
764
$6K ﹤0.01%
56
765
$6K ﹤0.01%
15
766
$6K ﹤0.01%
+96
767
$6K ﹤0.01%
+327
768
$5K ﹤0.01%
33
769
$5K ﹤0.01%
136
770
$5K ﹤0.01%
70
771
$5K ﹤0.01%
229
772
$5K ﹤0.01%
81
-79
773
$5K ﹤0.01%
27
774
$5K ﹤0.01%
102
775
$5K ﹤0.01%
+46
29 30
31
32 33