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
376
$23K 0.02%
737
377
$23K 0.02%
527
378
$22K 0.01%
801
379
$22K 0.01%
2,100
380
$22K 0.01%
273
-114
381
$22K 0.01%
2,925
382
$22K 0.01%
700
+100
383
$21K 0.01%
594
+198
384
$21K 0.01%
233
+126
385
$21K 0.01%
1,600
386
$20K 0.01%
251
387
$20K 0.01%
368
388
$20K 0.01%
1,630
+402
389
$20K 0.01%
+3,500
390
$20K 0.01%
1,515
+7
391
$20K 0.01%
400
392
$20K 0.01%
491
+225
393
$20K 0.01%
171
394
$19K 0.01%
588
395
$18K 0.01%
415
396
$18K 0.01%
247
397
$18K 0.01%
192
398
$18K 0.01%
148
+63
399
$18K 0.01%
550
400
$18K 0.01%
396
14 15
16
17 18