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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
751
$1K ﹤0.01%
71
752
$1K ﹤0.01%
36
753
$1K ﹤0.01%
20
754
$1K ﹤0.01%
+12
755
$1K ﹤0.01%
15
756
$1K ﹤0.01%
22
757
$1K ﹤0.01%
500
758
$1K ﹤0.01%
+5
759
$1K ﹤0.01%
87
+6
760
$1K ﹤0.01%
7
761
$1K ﹤0.01%
20
762
$1K ﹤0.01%
+11
763
$1K ﹤0.01%
+5
764
$1K ﹤0.01%
+12
765
$1K ﹤0.01%
11
+1
766
$1K ﹤0.01%
+2
767
$1K ﹤0.01%
11
768
$1K ﹤0.01%
102
769
$1K ﹤0.01%
29
770
$1K ﹤0.01%
+46
771
$1K ﹤0.01%
12
772
$1K ﹤0.01%
+31
773
$1K ﹤0.01%
+10
774
$1K ﹤0.01%
+24
775
$1K ﹤0.01%
+65
29 30
31
32 33