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
551
$6K ﹤0.01%
1,322
552
$6K ﹤0.01%
219
553
$6K ﹤0.01%
123
554
$6K ﹤0.01%
150
555
$6K ﹤0.01%
1,743
556
$6K ﹤0.01%
184
+22
557
$6K ﹤0.01%
310
558
$6K ﹤0.01%
500
559
$6K ﹤0.01%
713
+13
560
$6K ﹤0.01%
50
561
$6K ﹤0.01%
1,000
562
$5K ﹤0.01%
+50
563
$5K ﹤0.01%
+50
564
$5K ﹤0.01%
333
+38
565
$5K ﹤0.01%
55
566
$5K ﹤0.01%
430
567
$5K ﹤0.01%
+146
568
$5K ﹤0.01%
63
+12
569
$5K ﹤0.01%
77
+3
570
$5K ﹤0.01%
62
571
$5K ﹤0.01%
146
572
$5K ﹤0.01%
25
573
$5K ﹤0.01%
100
574
$5K ﹤0.01%
62
+3
575
$5K ﹤0.01%
1,000
21 22
23
24 25