BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
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
+$491K
2
+$377K
3
+$313K
4
CSCO icon
Cisco
CSCO
+$287K
5
AAPL icon
Apple
AAPL
+$257K

Top Sells

1
+$2.56M
2
+$880K
3
+$346K
4
FDX icon
FedEx
FDX
+$208K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$193K

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
626
$3K ﹤0.01%
170
627
$3K ﹤0.01%
154
628
$3K ﹤0.01%
48
629
$3K ﹤0.01%
36
+4
630
$3K ﹤0.01%
149
631
$3K ﹤0.01%
98
632
$3K ﹤0.01%
+204
633
$3K ﹤0.01%
160
-539
634
$3K ﹤0.01%
125
635
$3K ﹤0.01%
194
636
$3K ﹤0.01%
123
637
$3K ﹤0.01%
47
638
$3K ﹤0.01%
17
639
$3K ﹤0.01%
300
640
$3K ﹤0.01%
73
+8
641
$3K ﹤0.01%
1,000
+993
642
$3K ﹤0.01%
53
643
$3K ﹤0.01%
48
644
$3K ﹤0.01%
120
645
$3K ﹤0.01%
85
646
$3K ﹤0.01%
+10
647
$3K ﹤0.01%
22
648
$3K ﹤0.01%
+18
649
$3K ﹤0.01%
144
650
$3K ﹤0.01%
59
+19
24 25
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