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
426
$15K 0.01%
105
+50
427
$14K 0.01%
87
428
$14K 0.01%
62
+3
429
$14K 0.01%
389
430
$14K 0.01%
2,834
+500
431
$14K 0.01%
1,400
432
$14K 0.01%
259
433
$14K 0.01%
150
434
$14K 0.01%
164
435
$13K 0.01%
385
+132
436
$13K 0.01%
10
437
$13K 0.01%
136
438
$13K 0.01%
1,770
439
$13K 0.01%
265
440
$13K 0.01%
320
441
$13K 0.01%
632
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442
$13K 0.01%
618
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443
$13K 0.01%
464
+387
444
$13K 0.01%
200
445
$13K 0.01%
93
446
$12K 0.01%
100
447
$12K 0.01%
200
448
$12K 0.01%
293
+8
449
$12K 0.01%
+200
450
$12K 0.01%
118
+3
16 17
18
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