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
401
$17K 0.01%
1,301
402
$17K 0.01%
+1,341
403
$17K 0.01%
254
+4
404
$17K 0.01%
712
405
$17K 0.01%
191
+90
406
$17K 0.01%
330
+230
407
$17K 0.01%
207
+7
408
$16K 0.01%
+750
409
$16K 0.01%
187
410
$16K 0.01%
302
+2
411
$16K 0.01%
500
412
$16K 0.01%
59
413
$16K 0.01%
800
414
$16K 0.01%
1,675
+59
415
$16K 0.01%
450
416
$16K 0.01%
1,743
+13
417
$16K 0.01%
266
418
$16K 0.01%
278
+200
419
$15K 0.01%
284
420
$15K 0.01%
731
+3
421
$15K 0.01%
989
422
$15K 0.01%
519
+2
423
$15K 0.01%
181
+105
424
$15K 0.01%
266
425
$15K 0.01%
116
15 16
17
18 19