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
301
$37K 0.02%
536
302
$36K 0.02%
3,023
303
$36K 0.02%
1,467
+895
304
$36K 0.02%
+1,524
305
$36K 0.02%
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306
$36K 0.02%
7,529
+175
307
$36K 0.02%
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308
$36K 0.02%
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309
$35K 0.02%
757
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310
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349
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311
$34K 0.02%
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312
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460
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317
$33K 0.02%
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$33K 0.02%
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$33K 0.02%
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322
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261
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$32K 0.02%
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$32K 0.02%
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-445
325
$32K 0.02%
236
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