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
51
$446K 0.29%
20,239
+149
52
$439K 0.29%
5,105
+32
53
$438K 0.29%
17,649
+1,799
54
$437K 0.29%
6,251
+22
55
$436K 0.29%
21,705
56
$434K 0.29%
12,173
-1,100
57
$429K 0.28%
2,477
+7
58
$421K 0.28%
3,965
+51
59
$419K 0.28%
16,792
60
$409K 0.27%
27,412
61
$409K 0.27%
3,574
+1,302
62
$402K 0.27%
5,508
+10
63
$401K 0.27%
17,897
64
$400K 0.26%
12,259
-792
65
$383K 0.25%
3,358
-798
66
$378K 0.25%
12,540
67
$372K 0.25%
2,310
+74
68
$371K 0.25%
6,913
-5
69
$369K 0.24%
5,022
70
$363K 0.24%
4,482
+390
71
$348K 0.23%
3,747
+8
72
$347K 0.23%
3,987
+14
73
$346K 0.23%
33,918
74
$344K 0.23%
8,892
+156
75
$344K 0.23%
18,000
1 2
3
4 5