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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
926
$1K ﹤0.01%
42
927
$1K ﹤0.01%
17
-148
928
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45
929
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+23
930
$1K ﹤0.01%
16
+1
931
$1K ﹤0.01%
+7
932
$1K ﹤0.01%
2
933
$1K ﹤0.01%
156
934
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+12
935
$1K ﹤0.01%
266
936
$1K ﹤0.01%
+7
937
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938
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13
939
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+26
940
$1K ﹤0.01%
12
941
$1K ﹤0.01%
+6
942
$1K ﹤0.01%
+7
943
$1K ﹤0.01%
20
944
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+5
945
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35
+33
946
$1K ﹤0.01%
26
947
$1K ﹤0.01%
+48
948
$1K ﹤0.01%
25
949
$1K ﹤0.01%
20
950
$1K ﹤0.01%
12
36 37
38
39 40