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
776
$1K ﹤0.01%
29
777
$1K ﹤0.01%
+46
778
$1K ﹤0.01%
12
779
$1K ﹤0.01%
+31
780
$1K ﹤0.01%
+10
781
$1K ﹤0.01%
+24
782
$1K ﹤0.01%
+65
783
$1K ﹤0.01%
81
784
$1K ﹤0.01%
+20
785
$1K ﹤0.01%
165
786
$1K ﹤0.01%
+43
787
$1K ﹤0.01%
390
788
$1K ﹤0.01%
27
789
$1K ﹤0.01%
181
790
$1K ﹤0.01%
+35
791
$1K ﹤0.01%
27
792
$1K ﹤0.01%
+44
793
$1K ﹤0.01%
240
794
$1K ﹤0.01%
120
795
$1K ﹤0.01%
28
+9
796
$1K ﹤0.01%
95
797
– –
-29
798
$0 ﹤0.01%
+4
799
$0 ﹤0.01%
+4
800
$0 ﹤0.01%
+2
30 31
32
33 34