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
776
$1K ﹤0.01%
12
777
$1K ﹤0.01%
+31
778
$1K ﹤0.01%
+10
779
$1K ﹤0.01%
+24
780
$1K ﹤0.01%
+61
781
$1K ﹤0.01%
+65
782
$1K ﹤0.01%
81
783
$1K ﹤0.01%
+20
784
$1K ﹤0.01%
165
785
$1K ﹤0.01%
+43
786
$1K ﹤0.01%
390
787
$1K ﹤0.01%
27
788
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181
789
$1K ﹤0.01%
+35
790
$1K ﹤0.01%
27
791
$1K ﹤0.01%
10
792
$1K ﹤0.01%
1,547
-117
793
$1K ﹤0.01%
+44
794
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240
795
$1K ﹤0.01%
120
796
$1K ﹤0.01%
28
+9
797
$1K ﹤0.01%
95
798
– –
-198
799
– –
-34
800
$0 ﹤0.01%
+4
30 31
32
33 34