BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
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
+$690K
2
+$459K
3
+$370K
4
CTOS icon
Custom Truck One Source
CTOS
+$354K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$337K

Top Sells

1
+$2.45M
2
+$549K
3
+$446K
4
HD icon
Home Depot
HD
+$258K
5
NI icon
NiSource
NI
+$239K

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%
125
+53
852
$3K ﹤0.01%
10
853
$3K ﹤0.01%
57
854
$3K ﹤0.01%
24
-21
855
$3K ﹤0.01%
+63
856
$3K ﹤0.01%
30
857
$3K ﹤0.01%
89
-189
858
$3K ﹤0.01%
+25
859
$3K ﹤0.01%
+300
860
$3K ﹤0.01%
25
861
$3K ﹤0.01%
104
862
$3K ﹤0.01%
55
-102
863
$3K ﹤0.01%
33
+17
864
$3K ﹤0.01%
15
865
$3K ﹤0.01%
108
866
$3K ﹤0.01%
35
867
$3K ﹤0.01%
71
868
$3K ﹤0.01%
40
869
$3K ﹤0.01%
100
870
$2K ﹤0.01%
71
871
$2K ﹤0.01%
100
872
$2K ﹤0.01%
100
873
$2K ﹤0.01%
350
874
$2K ﹤0.01%
61
875
$2K ﹤0.01%
303
33 34
35
36 37