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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
$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
876
$2K ﹤0.01%
20
877
$2K ﹤0.01%
21
878
$2K ﹤0.01%
+13
879
$2K ﹤0.01%
11
880
$2K ﹤0.01%
+8
881
$2K ﹤0.01%
20
882
$2K ﹤0.01%
+42
883
$2K ﹤0.01%
13
884
$2K ﹤0.01%
57
+27
885
$2K ﹤0.01%
27
886
$2K ﹤0.01%
22
887
$2K ﹤0.01%
12
888
$2K ﹤0.01%
100
889
$2K ﹤0.01%
+35
890
$2K ﹤0.01%
52
891
$2K ﹤0.01%
+53
892
$2K ﹤0.01%
40
893
$2K ﹤0.01%
22
894
$2K ﹤0.01%
+5
895
$2K ﹤0.01%
15
896
$2K ﹤0.01%
85
897
$2K ﹤0.01%
+18
898
$2K ﹤0.01%
+46
899
$2K ﹤0.01%
100
900
$2K ﹤0.01%
12
34 35
36
37 38