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
476
$10K 0.01%
452
477
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206
+6
478
$10K 0.01%
166
-52
479
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206
+1
480
$10K 0.01%
513
481
$10K 0.01%
200
482
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400
483
$9K 0.01%
212
+91
484
$9K 0.01%
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485
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+250
486
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309
+2
487
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488
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204
489
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+100
490
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1,156
-4,156
491
$9K 0.01%
422
492
$9K 0.01%
91
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$9K 0.01%
295
+28
494
$9K 0.01%
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495
$9K 0.01%
98
496
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209
497
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333
498
$9K 0.01%
640
499
$8K 0.01%
258
500
$8K 0.01%
44
18 19
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