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
$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
926
$1K ﹤0.01%
2
927
$1K ﹤0.01%
26
928
$1K ﹤0.01%
25
929
$1K ﹤0.01%
20
930
$1K ﹤0.01%
42
931
$1K ﹤0.01%
62
932
$1K ﹤0.01%
+12
933
$1K ﹤0.01%
38
934
$1K ﹤0.01%
+21
935
$1K ﹤0.01%
+20
936
$1K ﹤0.01%
30
937
$1K ﹤0.01%
41
938
$1K ﹤0.01%
+22
939
$1K ﹤0.01%
22
940
$1K ﹤0.01%
49
941
$1K ﹤0.01%
11
942
$1K ﹤0.01%
88
943
$1K ﹤0.01%
12
944
$1K ﹤0.01%
20
945
$1K ﹤0.01%
+100
946
$1K ﹤0.01%
+10
947
$1K ﹤0.01%
+100
948
$1K ﹤0.01%
32
949
$1K ﹤0.01%
+50
950
$1K ﹤0.01%
10
36 37
38
39 40