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
576
$5K ﹤0.01%
1,000
577
$5K ﹤0.01%
80
578
$5K ﹤0.01%
333
+38
579
$5K ﹤0.01%
55
580
$5K ﹤0.01%
430
581
$5K ﹤0.01%
57
582
$5K ﹤0.01%
25
583
$5K ﹤0.01%
+50
584
$5K ﹤0.01%
41
585
$5K ﹤0.01%
285
586
$5K ﹤0.01%
69
587
$5K ﹤0.01%
419
588
$5K ﹤0.01%
122
+22
589
$5K ﹤0.01%
53
590
$5K ﹤0.01%
92
591
$5K ﹤0.01%
162
+1
592
$4K ﹤0.01%
212
593
$4K ﹤0.01%
+100
594
$4K ﹤0.01%
171
+1
595
$4K ﹤0.01%
74
+9
596
$4K ﹤0.01%
90
597
$4K ﹤0.01%
304
598
$4K ﹤0.01%
1,210
599
$4K ﹤0.01%
41
600
$4K ﹤0.01%
+60
22 23
24
25 26