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
951
$0 ﹤0.01%
+1
952
0
953
$0 ﹤0.01%
+3
954
$0 ﹤0.01%
+15