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
701
$2K ﹤0.01%
17
702
$2K ﹤0.01%
+100
703
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275
704
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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
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+9
711
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712
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713
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1
715
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716
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100
717
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719
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720
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721
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722
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81
723
$1K ﹤0.01%
+10
724
$1K ﹤0.01%
134
725
$1K ﹤0.01%
3
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