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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
951
$1K ﹤0.01%
38
952
$1K ﹤0.01%
16
953
$1K ﹤0.01%
21
954
$1K ﹤0.01%
95
955
$1K ﹤0.01%
+10
956
$1K ﹤0.01%
41
957
$1K ﹤0.01%
22
958
$1K ﹤0.01%
12
-90
959
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49
960
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11
961
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25
962
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88
963
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+12
964
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20
965
$1K ﹤0.01%
+31
966
$1K ﹤0.01%
10
967
$1K ﹤0.01%
+28
968
$1K ﹤0.01%
130
+30
969
$1K ﹤0.01%
32
970
$1K ﹤0.01%
50
971
$1K ﹤0.01%
+2
972
$1K ﹤0.01%
100
973
$1K ﹤0.01%
212
-24
974
$1K ﹤0.01%
16
975
$1K ﹤0.01%
8
37 38
39
40 41