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
76
$340K 0.22%
33,726
-1,776
77
$314K 0.21%
5,720
+1
78
$304K 0.2%
7,046
+226
79
$303K 0.2%
5,300
80
$300K 0.2%
20,016
81
$289K 0.19%
3,255
+13
82
$287K 0.19%
1,725
-3
83
$286K 0.19%
5,133
-390
84
$285K 0.19%
12,591
+115
85
$274K 0.18%
5,053
+530
86
$260K 0.17%
5,674
+3,070
87
$259K 0.17%
5,354
-22
88
$255K 0.17%
3,081
+7
89
$255K 0.17%
1,807
+16
90
$252K 0.17%
1,109
+39
91
$251K 0.17%
11,346
+9,275
92
$251K 0.17%
18,295
93
$249K 0.16%
1,885
-2
94
$248K 0.16%
6,584
+1,936
95
$247K 0.16%
3,691
-351
96
$243K 0.16%
1,199
+16
97
$243K 0.16%
6,254
98
$238K 0.16%
3,446
99
$237K 0.16%
6,450
100
$235K 0.16%
11,087
+5,385
2 3
4
5 6