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
101
$235K 0.16%
9,166
102
$234K 0.15%
1,201
+30
103
$232K 0.15%
1,555
+749
104
$230K 0.15%
4,591
-2,684
105
$230K 0.15%
1,953
+2
106
$228K 0.15%
2,549
+11
107
$227K 0.15%
1,531
+144
108
$226K 0.15%
5,505
-231
109
$219K 0.14%
877
110
$218K 0.14%
1,380
-320
111
$218K 0.14%
3,680
112
$207K 0.14%
9,934
-754
113
$206K 0.14%
974
114
$205K 0.14%
14,357
+2,209
115
$202K 0.13%
837
-775
116
$200K 0.13%
4,624
+4
117
$198K 0.13%
2,745
118
$196K 0.13%
13,912
119
$195K 0.13%
1,683
+249
120
$192K 0.13%
2,406
+13
121
$191K 0.13%
5,088
122
$189K 0.13%
6,300
123
$187K 0.12%
8,000
124
$186K 0.12%
2,533
+60
125
$185K 0.12%
2,052
+22
3 4
5
6 7