BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
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
+$730K
2
+$601K
3
+$554K
4
JPM icon
JPMorgan Chase
JPM
+$445K
5
CTOS icon
Custom Truck One Source
CTOS
+$417K

Top Sells

1
+$111K
2
+$82.8K
3
+$72.1K
4
WMT icon
Walmart Inc
WMT
+$51.3K
5
COST icon
Costco
COST
+$49K

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%
60
852
$3K ﹤0.01%
63
853
$3K ﹤0.01%
73
854
$3K ﹤0.01%
57
855
$3K ﹤0.01%
21
856
$3K ﹤0.01%
30
857
$3K ﹤0.01%
26
858
$3K ﹤0.01%
350
859
$3K ﹤0.01%
300
860
$3K ﹤0.01%
40
-241
861
$3K ﹤0.01%
9
862
$3K ﹤0.01%
8
863
$3K ﹤0.01%
192
864
$3K ﹤0.01%
15
865
$2K ﹤0.01%
34
866
$2K ﹤0.01%
15
867
$2K ﹤0.01%
53
868
$2K ﹤0.01%
139
869
$2K ﹤0.01%
3
870
$2K ﹤0.01%
12
871
$2K ﹤0.01%
15
872
$2K ﹤0.01%
266
873
$2K ﹤0.01%
15
874
$2K ﹤0.01%
25
875
$2K ﹤0.01%
8
33 34
35
36 37