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
451
$12K 0.01%
150
452
$11K 0.01%
400
453
$11K 0.01%
131
454
$11K 0.01%
273
+14
455
$11K 0.01%
369
+64
456
$11K 0.01%
115
+9
457
$11K 0.01%
395
458
$11K 0.01%
149
+3
459
$11K 0.01%
242
460
$11K 0.01%
35
461
$11K 0.01%
165
462
$11K 0.01%
771
+6
463
$11K 0.01%
522
464
$11K 0.01%
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$10K 0.01%
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466
$10K 0.01%
+52
467
$10K 0.01%
85
468
$10K 0.01%
+306
469
$10K 0.01%
412
470
$10K 0.01%
63
471
$10K 0.01%
20
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472
$10K 0.01%
190
+20
473
$10K 0.01%
101
+1
474
$10K 0.01%
315
475
$10K 0.01%
500
17 18
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