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
826
$4K ﹤0.01%
200
827
$4K ﹤0.01%
+35
828
$4K ﹤0.01%
938
829
$3K ﹤0.01%
10
830
$3K ﹤0.01%
75
831
$3K ﹤0.01%
10
832
$3K ﹤0.01%
57
833
$3K ﹤0.01%
24
-21
834
$3K ﹤0.01%
+63
835
$3K ﹤0.01%
30
836
$3K ﹤0.01%
89
-189
837
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+25
838
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+300
839
$3K ﹤0.01%
40
840
$3K ﹤0.01%
100
841
$3K ﹤0.01%
25
842
$3K ﹤0.01%
104
843
$3K ﹤0.01%
55
-102
844
$3K ﹤0.01%
33
+17
845
$3K ﹤0.01%
15
846
$3K ﹤0.01%
108
847
$3K ﹤0.01%
35
848
$3K ﹤0.01%
71
849
$3K ﹤0.01%
8
850
$3K ﹤0.01%
120
-102
32 33
34
35 36