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
$151M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$833K
2
+$493K
3
+$422K
4
CSCO icon
Cisco
CSCO
+$320K
5
AAPL icon
Apple
AAPL
+$297K

Top Sells

1
+$2.54M
2
+$927K
3
+$388K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$259K
5
FDX icon
FedEx
FDX
+$242K

Sector Composition

1 Healthcare 36.01%
2 Technology 10.59%
3 Financials 7.06%
4 Consumer Staples 5.21%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$32K 0.02%
1,400
327
$32K 0.02%
266
-26
328
$31K 0.02%
2,273
+13
329
$31K 0.02%
1,574
330
$31K 0.02%
205
+1
331
$31K 0.02%
945
332
$31K 0.02%
890
333
$30K 0.02%
207
334
$30K 0.02%
4,303
335
$29K 0.02%
615
+5
336
$29K 0.02%
163
-26
337
$29K 0.02%
964
338
$29K 0.02%
204
+4
339
$29K 0.02%
190
340
$28K 0.02%
243
+206
341
$28K 0.02%
665
342
$28K 0.02%
247
343
$28K 0.02%
298
-11
344
$28K 0.02%
222
345
$28K 0.02%
1,200
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346
$27K 0.02%
801
347
$27K 0.02%
961
+112
348
$27K 0.02%
3,536
+1,309
349
$27K 0.02%
1,275
+300
350
$26K 0.02%
581
12 13
14
15 16