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
701
$2K ﹤0.01%
91
702
$2K ﹤0.01%
17
703
$2K ﹤0.01%
+100
704
$2K ﹤0.01%
275
705
$2K ﹤0.01%
130
+10
706
$2K ﹤0.01%
63
707
$2K ﹤0.01%
42
708
$2K ﹤0.01%
115
709
$2K ﹤0.01%
284
+250
710
$1K ﹤0.01%
102
711
$1K ﹤0.01%
29
712
$1K ﹤0.01%
+46
713
$1K ﹤0.01%
81
714
$1K ﹤0.01%
+20
715
$1K ﹤0.01%
165
716
$1K ﹤0.01%
+43
717
$1K ﹤0.01%
390
718
$1K ﹤0.01%
27
719
$1K ﹤0.01%
181
720
$1K ﹤0.01%
+35
721
$1K ﹤0.01%
12
722
$1K ﹤0.01%
5
723
$1K ﹤0.01%
+47
724
$1K ﹤0.01%
27
-26
725
$1K ﹤0.01%
1,547
-117
27 28
29
30 31