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
251
$57K 0.04%
4,404
-5,400
252
$56K 0.04%
3,630
+3,582
253
$56K 0.04%
664
254
$55K 0.04%
11,962
255
$54K 0.04%
559
+4
256
$53K 0.04%
+2,232
257
$53K 0.04%
864
+312
258
$53K 0.04%
517
+2
259
$52K 0.03%
1,024
260
$52K 0.03%
3,560
261
$52K 0.03%
2,499
262
$52K 0.03%
736
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263
$52K 0.03%
3,425
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264
$51K 0.03%
1,745
265
$51K 0.03%
603
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266
$51K 0.03%
386
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267
$50K 0.03%
1,325
268
$50K 0.03%
797
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269
$48K 0.03%
1,925
270
$48K 0.03%
1,428
+206
271
$48K 0.03%
255
+1
272
$48K 0.03%
1,606
273
$48K 0.03%
1,160
274
$45K 0.03%
2,756
+4
275
$44K 0.03%
2,560
+37
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