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
876
$0 ﹤0.01%
1
877
$0 ﹤0.01%
+2
878
– –
0
879
$0 ﹤0.01%
+5
880
$0 ﹤0.01%
+13
881
$0 ﹤0.01%
+10
882
$0 ﹤0.01%
41
883
– –
0
884
$0 ﹤0.01%
22
885
$0 ﹤0.01%
+21
886
$0 ﹤0.01%
9
887
$0 ﹤0.01%
49
888
$0 ﹤0.01%
+7
889
$0 ﹤0.01%
+3
890
$0 ﹤0.01%
35
-138
891
$0 ﹤0.01%
21
892
– –
-542
893
$0 ﹤0.01%
+14
894
$0 ﹤0.01%
14
895
$0 ﹤0.01%
+7
896
$0 ﹤0.01%
+2
897
$0 ﹤0.01%
+2
898
$0 ﹤0.01%
+2
899
– –
-111
900
$0 ﹤0.01%
+7
34 35
36
37 38