BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
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
+$730K
2
+$601K
3
+$554K
4
JPM icon
JPMorgan Chase
JPM
+$445K
5
CTOS icon
Custom Truck One Source
CTOS
+$417K

Top Sells

1
+$111K
2
+$82.8K
3
+$72.1K
4
WMT icon
Walmart Inc
WMT
+$51.3K
5
COST icon
Costco
COST
+$49K

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
951
$1K ﹤0.01%
236
952
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+8
953
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954
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956
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957
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958
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40
959
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960
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961
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963
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965
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966
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15
967
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968
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969
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108
+8
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971
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15
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972
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973
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17
974
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26
975
$1K ﹤0.01%
40
37 38
39
40 41