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
776
$5K ﹤0.01%
168
-105
777
$5K ﹤0.01%
7
778
$5K ﹤0.01%
+128
779
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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%
461
786
$5K ﹤0.01%
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787
$5K ﹤0.01%
131
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788
$5K ﹤0.01%
35
789
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790
$5K ﹤0.01%
207
+114
791
$5K ﹤0.01%
67
792
$5K ﹤0.01%
730
793
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75
794
$5K ﹤0.01%
69
795
$5K ﹤0.01%
78
796
$5K ﹤0.01%
22
797
$5K ﹤0.01%
12
798
$5K ﹤0.01%
+192
799
$4K ﹤0.01%
+79
800
$4K ﹤0.01%
51
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