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
526
$7K ﹤0.01%
120
527
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528
$7K ﹤0.01%
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529
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530
$7K ﹤0.01%
+100
531
$7K ﹤0.01%
171
532
$7K ﹤0.01%
3,128
533
$7K ﹤0.01%
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534
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535
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+200
536
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138
+100
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539
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540
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-304
541
$7K ﹤0.01%
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542
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543
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+1
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120
+85
545
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228
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546
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210
+10
547
$6K ﹤0.01%
+458
548
$6K ﹤0.01%
160
549
$6K ﹤0.01%
311
550
$6K ﹤0.01%
620
+8
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