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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
651
$3K ﹤0.01%
1,000
652
$3K ﹤0.01%
59
+19
653
$3K ﹤0.01%
+54
654
$2K ﹤0.01%
18
655
$2K ﹤0.01%
33
656
$2K ﹤0.01%
15
657
$2K ﹤0.01%
93
658
$2K ﹤0.01%
239
659
$2K ﹤0.01%
350
660
$2K ﹤0.01%
139
661
$2K ﹤0.01%
201
662
$2K ﹤0.01%
100
663
$2K ﹤0.01%
12
664
$2K ﹤0.01%
70
665
$2K ﹤0.01%
+45
666
$2K ﹤0.01%
+391
667
$2K ﹤0.01%
30
668
$2K ﹤0.01%
102
669
$2K ﹤0.01%
8
670
$2K ﹤0.01%
66
671
$2K ﹤0.01%
71
672
$2K ﹤0.01%
25
673
$2K ﹤0.01%
791
674
$2K ﹤0.01%
24
675
$2K ﹤0.01%
55
25 26
27
28 29