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
726
$1K ﹤0.01%
+44
727
$1K ﹤0.01%
240
728
$1K ﹤0.01%
120
729
$1K ﹤0.01%
28
+9
730
$1K ﹤0.01%
95
731
$1K ﹤0.01%
+9
732
$1K ﹤0.01%
53
733
$1K ﹤0.01%
+3
734
$1K ﹤0.01%
+7
735
$1K ﹤0.01%
1
736
$1K ﹤0.01%
+24
737
$1K ﹤0.01%
100
738
$1K ﹤0.01%
13
739
$1K ﹤0.01%
42
740
$1K ﹤0.01%
45
741
$1K ﹤0.01%
27
742
$1K ﹤0.01%
15
743
$1K ﹤0.01%
81
744
$1K ﹤0.01%
+10
745
$1K ﹤0.01%
134
746
$1K ﹤0.01%
3
747
$1K ﹤0.01%
200
748
$1K ﹤0.01%
33
-25
749
$1K ﹤0.01%
94
750
$1K ﹤0.01%
28