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
126
$182K 0.12%
1,116
+4
127
$182K 0.12%
7,281
+2,100
128
$180K 0.12%
630
+1
129
$180K 0.12%
3,900
130
$180K 0.12%
5,425
+118
131
$176K 0.12%
6,012
+923
132
$176K 0.12%
2,672
+345
133
$176K 0.12%
2,200
+8
134
$175K 0.12%
3,280
+453
135
$166K 0.11%
+6,900
136
$164K 0.11%
+7,580
137
$163K 0.11%
1,347
-1,721
138
$162K 0.11%
1,739
+10
139
$156K 0.1%
5,929
140
$155K 0.1%
5,312
+800
141
$153K 0.1%
485
+2
142
$148K 0.1%
3,107
+6
143
$148K 0.1%
2,455
+2,300
144
$147K 0.1%
6,015
145
$147K 0.1%
2,786
-18
146
$147K 0.1%
1,820
147
$146K 0.1%
1,637
+1
148
$146K 0.1%
4,000
149
$145K 0.1%
1,730
+89
150
$144K 0.1%
5,922
4 5
6
7 8