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
326
$32K 0.02%
1,400
327
$32K 0.02%
266
-26
328
$31K 0.02%
945
329
$31K 0.02%
890
330
$31K 0.02%
2,273
+13
331
$31K 0.02%
1,574
332
$31K 0.02%
205
+1
333
$30K 0.02%
207
334
$30K 0.02%
4,303
335
$29K 0.02%
163
-26
336
$29K 0.02%
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337
$29K 0.02%
204
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338
$29K 0.02%
190
339
$29K 0.02%
615
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340
$28K 0.02%
243
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341
$28K 0.02%
665
342
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247
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346
$27K 0.02%
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347
$27K 0.02%
961
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348
$27K 0.02%
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349
$27K 0.02%
1,275
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350
$26K 0.02%
581
12 13
14
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