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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
901
$2K ﹤0.01%
100
902
$2K ﹤0.01%
16
903
$2K ﹤0.01%
+72
904
$2K ﹤0.01%
12
905
– –
0
906
$2K ﹤0.01%
+71
907
$2K ﹤0.01%
3
908
$2K ﹤0.01%
100
909
$2K ﹤0.01%
100
910
$2K ﹤0.01%
61
911
$2K ﹤0.01%
50
912
$2K ﹤0.01%
251
913
$2K ﹤0.01%
303
914
$2K ﹤0.01%
100
915
$1K ﹤0.01%
8
916
$1K ﹤0.01%
8
917
$1K ﹤0.01%
16
-4
918
$1K ﹤0.01%
100
919
$1K ﹤0.01%
13
920
$1K ﹤0.01%
+45
921
$1K ﹤0.01%
45
922
$1K ﹤0.01%
15
923
$1K ﹤0.01%
2
924
$1K ﹤0.01%
33
925
$1K ﹤0.01%
16
35 36
37
38 39