BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
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
726
$1K ﹤0.01%
1
727
$1K ﹤0.01%
+24
728
$1K ﹤0.01%
100
729
$1K ﹤0.01%
13
730
$1K ﹤0.01%
42
731
$1K ﹤0.01%
45
732
$1K ﹤0.01%
200
733
$1K ﹤0.01%
33
-25
734
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94
735
$1K ﹤0.01%
28
736
$1K ﹤0.01%
60
-171
737
$1K ﹤0.01%
11
738
$1K ﹤0.01%
12
739
$1K ﹤0.01%
+29
740
$1K ﹤0.01%
134
741
$1K ﹤0.01%
20
+1
742
$1K ﹤0.01%
+70
743
$1K ﹤0.01%
+53
744
$1K ﹤0.01%
+50
745
$1K ﹤0.01%
7
746
$1K ﹤0.01%
21
747
$1K ﹤0.01%
5
748
$1K ﹤0.01%
15
749
$1K ﹤0.01%
+4
750
$1K ﹤0.01%
16
28 29
30
31 32