BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
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
+$688K
2
+$473K
3
+$375K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$333K
5
CTOS icon
Custom Truck One Source
CTOS
+$329K

Top Sells

1
+$2.43M
2
+$529K
3
+$486K
4
HD icon
Home Depot
HD
+$281K
5
NI icon
NiSource
NI
+$259K

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%
13
927
$1K ﹤0.01%
+26
928
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12
929
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+6
930
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+7
931
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932
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933
$1K ﹤0.01%
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934
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935
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130
+30
936
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127
937
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938
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939
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2
940
$1K ﹤0.01%
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941
$1K ﹤0.01%
+26
942
$1K ﹤0.01%
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943
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944
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+10
945
$1K ﹤0.01%
16
946
$1K ﹤0.01%
100
947
$1K ﹤0.01%
+12
948
$1K ﹤0.01%
13
949
$1K ﹤0.01%
45
950
$1K ﹤0.01%
42
36 37
38
39 40