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
626
$3K ﹤0.01%
150
+25
627
$3K ﹤0.01%
170
628
$3K ﹤0.01%
154
629
$3K ﹤0.01%
48
630
$3K ﹤0.01%
36
+4
631
$3K ﹤0.01%
149
632
$3K ﹤0.01%
98
633
$3K ﹤0.01%
+204
634
$3K ﹤0.01%
160
-539
635
$3K ﹤0.01%
125
636
$3K ﹤0.01%
194
637
$3K ﹤0.01%
123
638
$3K ﹤0.01%
47
639
$3K ﹤0.01%
17
640
$3K ﹤0.01%
300
641
$3K ﹤0.01%
73
+8
642
$3K ﹤0.01%
1,000
+993
643
$3K ﹤0.01%
53
644
$3K ﹤0.01%
48
645
$3K ﹤0.01%
120
646
$3K ﹤0.01%
85
647
$3K ﹤0.01%
+10
648
$3K ﹤0.01%
22
649
$3K ﹤0.01%
+18
650
$3K ﹤0.01%
144
24 25
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