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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
701
$2K ﹤0.01%
17
702
$2K ﹤0.01%
+100
703
$2K ﹤0.01%
275
704
$2K ﹤0.01%
130
+10
705
$2K ﹤0.01%
63
706
$2K ﹤0.01%
42
707
$2K ﹤0.01%
115
708
$2K ﹤0.01%
284
+250
709
$2K ﹤0.01%
80
710
$1K ﹤0.01%
+9
711
$1K ﹤0.01%
53
712
$1K ﹤0.01%
+3
713
$1K ﹤0.01%
+7
714
$1K ﹤0.01%
13
715
$1K ﹤0.01%
42
716
$1K ﹤0.01%
45
717
$1K ﹤0.01%
27
718
$1K ﹤0.01%
16
719
$1K ﹤0.01%
81
720
$1K ﹤0.01%
+10
721
$1K ﹤0.01%
134
722
$1K ﹤0.01%
3
723
$1K ﹤0.01%
200
724
$1K ﹤0.01%
33
-25
725
$1K ﹤0.01%
94
27 28
29
30 31