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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
$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
951
$1K ﹤0.01%
17
952
$1K ﹤0.01%
26
953
$1K ﹤0.01%
40
954
$1K ﹤0.01%
7
955
$1K ﹤0.01%
7
956
$1K ﹤0.01%
100
957
$1K ﹤0.01%
119
958
$1K ﹤0.01%
81
959
$1K ﹤0.01%
40
960
$1K ﹤0.01%
38
961
$1K ﹤0.01%
538
962
$1K ﹤0.01%
390
963
$1K ﹤0.01%
19
964
$1K ﹤0.01%
95
965
$1K ﹤0.01%
44
966
$1K ﹤0.01%
16
967
$1K ﹤0.01%
+20
968
$1K ﹤0.01%
30
969
$1K ﹤0.01%
41
970
$1K ﹤0.01%
+22
971
$1K ﹤0.01%
22
972
$1K ﹤0.01%
49
973
$1K ﹤0.01%
11
974
$1K ﹤0.01%
25
975
$1K ﹤0.01%
88
37 38
39
40 41