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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
976
$1K ﹤0.01%
+30
977
$1K ﹤0.01%
108
978
$1K ﹤0.01%
+33
979
$1K ﹤0.01%
23
980
$1K ﹤0.01%
2
981
$1K ﹤0.01%
+5
982
$1K ﹤0.01%
+26
983
$1K ﹤0.01%
15
984
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29
985
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986
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+38
987
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988
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30
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989
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3
990
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7
991
$1K ﹤0.01%
251
992
$1K ﹤0.01%
81
993
$1K ﹤0.01%
38
994
$1K ﹤0.01%
538
995
$1K ﹤0.01%
390
996
$1K ﹤0.01%
+9
997
$1K ﹤0.01%
19
998
$1K ﹤0.01%
95
999
$1K ﹤0.01%
44
1000
$1K ﹤0.01%
127
38 39
40
41 42