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
751
$1K ﹤0.01%
60
-171
752
$1K ﹤0.01%
11
753
$1K ﹤0.01%
+29
754
$1K ﹤0.01%
+9
755
$1K ﹤0.01%
134
756
$1K ﹤0.01%
20
+1
757
$1K ﹤0.01%
+70
758
$1K ﹤0.01%
+53
759
$1K ﹤0.01%
+50
760
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7
761
$1K ﹤0.01%
21
762
$1K ﹤0.01%
+4
763
$1K ﹤0.01%
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764
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+4
765
$1K ﹤0.01%
16
766
$1K ﹤0.01%
20
767
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30
768
$1K ﹤0.01%
+53
769
$1K ﹤0.01%
11
770
$1K ﹤0.01%
3
771
$1K ﹤0.01%
10
772
$1K ﹤0.01%
11
773
$1K ﹤0.01%
71
774
$1K ﹤0.01%
36
775
$1K ﹤0.01%
20
29 30
31
32 33