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
851
$3K ﹤0.01%
+250
852
$3K ﹤0.01%
61
853
$3K ﹤0.01%
22
854
$3K ﹤0.01%
96
855
$3K ﹤0.01%
500
856
$3K ﹤0.01%
+7
857
$3K ﹤0.01%
+95
858
$3K ﹤0.01%
63
859
$3K ﹤0.01%
125
+53
860
$3K ﹤0.01%
10
861
$3K ﹤0.01%
57
862
$3K ﹤0.01%
24
-21
863
$3K ﹤0.01%
+63
864
$3K ﹤0.01%
30
865
$3K ﹤0.01%
89
-189
866
$3K ﹤0.01%
+25
867
$3K ﹤0.01%
+300
868
$3K ﹤0.01%
40
869
$3K ﹤0.01%
100
870
$2K ﹤0.01%
34
871
$2K ﹤0.01%
+240
872
$2K ﹤0.01%
15
873
$2K ﹤0.01%
+12
874
$2K ﹤0.01%
14
875
$2K ﹤0.01%
139
33 34
35
36 37