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
651
$3K ﹤0.01%
+54
652
$3K ﹤0.01%
60
653
$3K ﹤0.01%
1,000
654
$2K ﹤0.01%
33
655
$2K ﹤0.01%
15
656
$2K ﹤0.01%
93
657
$2K ﹤0.01%
239
658
$2K ﹤0.01%
350
659
$2K ﹤0.01%
139
660
$2K ﹤0.01%
201
661
$2K ﹤0.01%
100
662
$2K ﹤0.01%
12
663
$2K ﹤0.01%
70
664
$2K ﹤0.01%
+45
665
$2K ﹤0.01%
+391
666
$2K ﹤0.01%
30
667
$2K ﹤0.01%
102
668
$2K ﹤0.01%
8
669
$2K ﹤0.01%
66
670
$2K ﹤0.01%
71
671
$2K ﹤0.01%
25
672
$2K ﹤0.01%
791
673
$2K ﹤0.01%
24
674
$2K ﹤0.01%
55
675
$2K ﹤0.01%
20
25 26
27
28 29