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
351
$26K 0.02%
201
+188
352
$26K 0.02%
2,001
353
$26K 0.02%
609
+6
354
$25K 0.02%
410
355
$25K 0.02%
1,199
356
$25K 0.02%
329
+9
357
$25K 0.02%
+1,009
358
$25K 0.02%
3,895
359
$25K 0.02%
600
360
$25K 0.02%
1,085
+3
361
$24K 0.02%
+4,000
362
$24K 0.02%
705
+15
363
$24K 0.02%
417
+9
364
$24K 0.02%
1,418
+14
365
$24K 0.02%
167
+2
366
$24K 0.02%
2,434
+14
367
$24K 0.02%
544
368
$24K 0.02%
62
+1
369
$24K 0.02%
242
+10
370
$24K 0.02%
159
371
$23K 0.02%
1,021
+21
372
$23K 0.02%
1,745
373
$23K 0.02%
1,000
374
$23K 0.02%
211
+11
375
$23K 0.02%
400
13 14
15
16 17