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
151
$144K 0.1%
8,481
-3,421
152
$143K 0.09%
1,813
+56
153
$137K 0.09%
10,450
+3,750
154
$137K 0.09%
3,244
-91
155
$136K 0.09%
3,904
156
$133K 0.09%
507
157
$132K 0.09%
4,295
158
$128K 0.08%
2,000
+274
159
$128K 0.08%
12,937
160
$125K 0.08%
2,729
+573
161
$125K 0.08%
2,302
162
$123K 0.08%
2,477
-22
163
$122K 0.08%
560
164
$120K 0.08%
3,040
+1
165
$120K 0.08%
1,488
166
$119K 0.08%
861
+29
167
$116K 0.08%
8,968
+4
168
$112K 0.07%
1,413
-74
169
$112K 0.07%
1,434
-47
170
$110K 0.07%
4,600
+3,592
171
$109K 0.07%
1,099
172
$106K 0.07%
1,024
173
$105K 0.07%
728
+50
174
$101K 0.07%
3,023
-681
175
$101K 0.07%
+3,206
5 6
7
8 9