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
351
$26K 0.02%
201
+188
352
$26K 0.02%
2,001
353
$26K 0.02%
609
+6
354
$25K 0.02%
410
355
$25K 0.02%
1,199
356
$25K 0.02%
329
+9
357
$25K 0.02%
+1,009
358
$25K 0.02%
3,895
359
$25K 0.02%
600
360
$25K 0.02%
1,085
+3
361
$24K 0.02%
705
+15
362
$24K 0.02%
417
+9
363
$24K 0.02%
1,418
+14
364
$24K 0.02%
167
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365
$24K 0.02%
2,434
+14
366
$24K 0.02%
544
367
$24K 0.02%
62
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368
$24K 0.02%
+4,000
369
$24K 0.02%
242
+10
370
$24K 0.02%
159
371
$23K 0.02%
527
372
$23K 0.02%
1,021
+21
373
$23K 0.02%
1,745
374
$23K 0.02%
1,000
375
$23K 0.02%
211
+11
13 14
15
16 17