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
951
$1K ﹤0.01%
+23
952
$1K ﹤0.01%
16
+1
953
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+7
954
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2
955
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156
956
$1K ﹤0.01%
+12
957
$1K ﹤0.01%
266
958
$1K ﹤0.01%
+7
959
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+7
960
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13
961
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+26
962
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12
963
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964
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+7
965
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20
966
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+5
967
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35
+33
968
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26
969
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+48
970
$1K ﹤0.01%
12
971
$1K ﹤0.01%
38
972
$1K ﹤0.01%
21
973
$1K ﹤0.01%
95
974
$1K ﹤0.01%
20
975
$1K ﹤0.01%
+10
37 38
39
40 41