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
776
$5K ﹤0.01%
168
-105
777
$5K ﹤0.01%
7
778
$5K ﹤0.01%
+128
779
$5K ﹤0.01%
8
780
$5K ﹤0.01%
108
-6
781
$5K ﹤0.01%
85
782
$5K ﹤0.01%
+70
783
$5K ﹤0.01%
35
784
$5K ﹤0.01%
42
785
$5K ﹤0.01%
104
786
$5K ﹤0.01%
131
-80
787
$5K ﹤0.01%
35
788
$5K ﹤0.01%
150
789
$5K ﹤0.01%
207
+114
790
$5K ﹤0.01%
67
791
$5K ﹤0.01%
730
792
$5K ﹤0.01%
75
793
$5K ﹤0.01%
69
794
$5K ﹤0.01%
78
795
$5K ﹤0.01%
22
796
$5K ﹤0.01%
12
797
$5K ﹤0.01%
+192
798
$5K ﹤0.01%
461
799
$4K ﹤0.01%
101
800
$4K ﹤0.01%
200
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