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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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
851
$3K ﹤0.01%
61
852
$3K ﹤0.01%
22
853
$3K ﹤0.01%
96
854
$3K ﹤0.01%
100
855
$3K ﹤0.01%
60
856
$3K ﹤0.01%
63
857
$3K ﹤0.01%
73
858
$3K ﹤0.01%
57
859
$3K ﹤0.01%
21
860
$3K ﹤0.01%
30
861
$3K ﹤0.01%
26
862
$3K ﹤0.01%
350
863
$3K ﹤0.01%
300
864
$3K ﹤0.01%
40
-241
865
$2K ﹤0.01%
50
866
$2K ﹤0.01%
34
867
$2K ﹤0.01%
15
868
$2K ﹤0.01%
53
869
$2K ﹤0.01%
14
870
$2K ﹤0.01%
42
871
$2K ﹤0.01%
139
872
$2K ﹤0.01%
3
873
$2K ﹤0.01%
12
874
$2K ﹤0.01%
15
875
$2K ﹤0.01%
266
33 34
35
36 37