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
651
$3K ﹤0.01%
1,000
652
$3K ﹤0.01%
59
+19
653
$3K ﹤0.01%
+54
654
$2K ﹤0.01%
21
655
$2K ﹤0.01%
18
656
$2K ﹤0.01%
20
657
$2K ﹤0.01%
91
658
$2K ﹤0.01%
+100
659
$2K ﹤0.01%
34
660
$2K ﹤0.01%
80
661
$2K ﹤0.01%
33
662
$2K ﹤0.01%
15
663
$2K ﹤0.01%
93
664
$2K ﹤0.01%
239
665
$2K ﹤0.01%
350
666
$2K ﹤0.01%
139
667
$2K ﹤0.01%
201
668
$2K ﹤0.01%
100
669
$2K ﹤0.01%
12
670
$2K ﹤0.01%
70
671
$2K ﹤0.01%
+45
672
$2K ﹤0.01%
+391
673
$2K ﹤0.01%
30
674
$2K ﹤0.01%
102
675
$2K ﹤0.01%
8
25 26
27
28 29