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
976
$1K ﹤0.01%
+28
977
$1K ﹤0.01%
130
+30
978
$1K ﹤0.01%
212
-24
979
$1K ﹤0.01%
16
980
$1K ﹤0.01%
108
981
$1K ﹤0.01%
+33
982
$1K ﹤0.01%
23
983
$1K ﹤0.01%
2
984
$1K ﹤0.01%
+26
985
$1K ﹤0.01%
15
986
$1K ﹤0.01%
29
987
$1K ﹤0.01%
17
988
$1K ﹤0.01%
+24
989
$1K ﹤0.01%
30
-20
990
$1K ﹤0.01%
3
991
$1K ﹤0.01%
7
992
$1K ﹤0.01%
251
993
$1K ﹤0.01%
81
994
$1K ﹤0.01%
38
995
$1K ﹤0.01%
538
996
$1K ﹤0.01%
390
997
$1K ﹤0.01%
+9
998
$1K ﹤0.01%
19
999
$1K ﹤0.01%
95
1000
$1K ﹤0.01%
44
38 39
40
41 42