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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
$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
526
$7K ﹤0.01%
138
+100
527
$7K ﹤0.01%
148
528
$7K ﹤0.01%
52
529
$7K ﹤0.01%
243
530
$7K ﹤0.01%
223
-304
531
$7K ﹤0.01%
99
532
$7K ﹤0.01%
45
533
$7K ﹤0.01%
227
+1
534
$7K ﹤0.01%
936
535
$7K ﹤0.01%
79
+1
536
$7K ﹤0.01%
500
537
$7K ﹤0.01%
120
+85
538
$7K ﹤0.01%
526
539
$7K ﹤0.01%
134
540
$7K ﹤0.01%
99
541
$7K ﹤0.01%
114
542
$7K ﹤0.01%
120
543
$7K ﹤0.01%
200
544
$7K ﹤0.01%
456
-196
545
$7K ﹤0.01%
210
+10
546
$7K ﹤0.01%
372
547
$6K ﹤0.01%
160
548
$6K ﹤0.01%
+458
549
$6K ﹤0.01%
311
550
$6K ﹤0.01%
620
+8
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