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
$291M
AUM Growth
+$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,061
New
Increased
Reduced
Closed

Top Buys

1
+$736K
2
+$642K
3
+$553K
4
JPM icon
JPMorgan Chase
JPM
+$426K
5
CTOS icon
Custom Truck One Source
CTOS
+$376K

Top Sells

1
+$114K
2
+$84.1K
3
+$71.4K
4
WMT icon
Walmart Inc
WMT
+$53.2K
5
COST icon
Costco
COST
+$47.9K

Sector Composition

1 Healthcare 31.56%
2 Technology 11.77%
3 Financials 6.6%
4 Consumer Discretionary 4.82%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$5K ﹤0.01%
15
777
$5K ﹤0.01%
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778
$5K ﹤0.01%
35
779
$5K ﹤0.01%
+42
780
$5K ﹤0.01%
461
781
$5K ﹤0.01%
133
782
$5K ﹤0.01%
200
+100
783
$5K ﹤0.01%
36
784
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18
785
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786
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787
$5K ﹤0.01%
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788
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789
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790
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791
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792
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500
793
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794
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67
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795
$4K ﹤0.01%
25
+8
796
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60
797
$4K ﹤0.01%
95
798
$4K ﹤0.01%
938
799
$4K ﹤0.01%
165
800
$4K ﹤0.01%
+27
30 31
32
33 34