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
$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%
+2
927
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100
928
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8
929
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+30
930
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+5
931
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16
932
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53
933
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+10
934
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935
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100
936
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+12
937
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938
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17
-148
939
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+23
940
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16
+1
941
$1K ﹤0.01%
+7
942
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2
943
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944
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+12
945
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266
946
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+7
947
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+7
948
$1K ﹤0.01%
13
949
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+26
950
$1K ﹤0.01%
12
36 37
38
39 40