BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
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
226
$70K 0.05%
158
+1
227
$70K 0.05%
10,560
-7,680
228
$69K 0.05%
418
229
$69K 0.05%
6,327
230
$68K 0.05%
10,650
+10,000
231
$66K 0.04%
2,674
-1,745
232
$66K 0.04%
1,430
233
$66K 0.04%
+2,673
234
$64K 0.04%
319
+3
235
$64K 0.04%
3,900
-7,000
236
$63K 0.04%
1,778
+3
237
$63K 0.04%
1,690
+60
238
$63K 0.04%
315
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239
$63K 0.04%
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-499
240
$62K 0.04%
359
241
$62K 0.04%
1,147
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242
$61K 0.04%
7,553
243
$61K 0.04%
1,697
244
$59K 0.04%
4,100
+730
245
$59K 0.04%
764
246
$58K 0.04%
545
247
$58K 0.04%
846
248
$57K 0.04%
705
249
$57K 0.04%
1,275
250
$57K 0.04%
985
8 9
10
11 12