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
726
$1K ﹤0.01%
200
727
$1K ﹤0.01%
33
-25
728
$1K ﹤0.01%
94
729
$1K ﹤0.01%
28
730
$1K ﹤0.01%
60
-171
731
$1K ﹤0.01%
11
732
$1K ﹤0.01%
12
733
$1K ﹤0.01%
+29
734
$1K ﹤0.01%
+9
735
$1K ﹤0.01%
134
736
$1K ﹤0.01%
20
+1
737
$1K ﹤0.01%
+70
738
$1K ﹤0.01%
+53
739
$1K ﹤0.01%
+50
740
$1K ﹤0.01%
7
741
$1K ﹤0.01%
21
742
$1K ﹤0.01%
+4
743
$1K ﹤0.01%
5
744
$1K ﹤0.01%
15
745
$1K ﹤0.01%
+4
746
$1K ﹤0.01%
16
747
$1K ﹤0.01%
20
748
$1K ﹤0.01%
30
749
$1K ﹤0.01%
+53
750
$1K ﹤0.01%
11
28 29
30
31 32