We are live on ! Find out more
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
901
– –
0
902
$2K ﹤0.01%
71
903
$2K ﹤0.01%
100
904
$2K ﹤0.01%
100
905
$2K ﹤0.01%
350
906
$2K ﹤0.01%
61
907
$2K ﹤0.01%
303
908
$2K ﹤0.01%
46
909
$2K ﹤0.01%
139
910
$2K ﹤0.01%
3
911
$2K ﹤0.01%
33
912
$2K ﹤0.01%
15
913
$2K ﹤0.01%
+190
914
$2K ﹤0.01%
45
915
$2K ﹤0.01%
22
-10
916
$2K ﹤0.01%
25
917
$2K ﹤0.01%
57
-1
918
$2K ﹤0.01%
+43
919
$1K ﹤0.01%
53
920
$1K ﹤0.01%
+10
921
$1K ﹤0.01%
16
922
$1K ﹤0.01%
100
923
$1K ﹤0.01%
+12
924
$1K ﹤0.01%
13
925
$1K ﹤0.01%
45
35 36
37
38 39