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
601
$4K ﹤0.01%
88
-1,000
602
$4K ﹤0.01%
+100
603
$4K ﹤0.01%
178
604
$4K ﹤0.01%
129
605
$4K ﹤0.01%
+324
606
$4K ﹤0.01%
47
607
$4K ﹤0.01%
600
608
$4K ﹤0.01%
452
609
$4K ﹤0.01%
130
+16
610
$4K ﹤0.01%
+200
611
$4K ﹤0.01%
50
612
$4K ﹤0.01%
+225
613
$4K ﹤0.01%
63
614
$4K ﹤0.01%
1,164
-2
615
$4K ﹤0.01%
+25
616
$4K ﹤0.01%
304
617
$4K ﹤0.01%
289
618
$4K ﹤0.01%
+100
619
$4K ﹤0.01%
158
620
$3K ﹤0.01%
59
+19
621
$3K ﹤0.01%
+66
622
$3K ﹤0.01%
30
623
$3K ﹤0.01%
200
624
$3K ﹤0.01%
665
625
$3K ﹤0.01%
140
+60
23 24
25
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