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
276
$44K 0.03%
789
+45
277
$44K 0.03%
1,239
278
$44K 0.03%
1,486
279
$43K 0.03%
1,332
280
$43K 0.03%
1,432
281
$42K 0.03%
1,420
+8
282
$42K 0.03%
1,817
+493
283
$42K 0.03%
812
+25
284
$42K 0.03%
+200
285
$42K 0.03%
1,873
+313
286
$42K 0.03%
131
287
$42K 0.03%
187
288
$41K 0.03%
325
289
$41K 0.03%
1,097
290
$41K 0.03%
822
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291
$41K 0.03%
1,194
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292
$41K 0.03%
345
293
$40K 0.03%
1,503
+3
294
$40K 0.03%
1,406
-44
295
$39K 0.03%
528
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296
$39K 0.03%
1,479
297
$38K 0.03%
821
298
$37K 0.02%
804
299
$37K 0.02%
251
+1
300
$37K 0.02%
1,486
10 11
12
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