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
776
$1K ﹤0.01%
+12
777
$1K ﹤0.01%
15
778
$1K ﹤0.01%
22
779
$1K ﹤0.01%
500
780
$1K ﹤0.01%
+5
781
$1K ﹤0.01%
87
+6
782
$1K ﹤0.01%
7
783
$1K ﹤0.01%
20
784
$1K ﹤0.01%
+12
785
$1K ﹤0.01%
+5
786
$1K ﹤0.01%
+12
787
$1K ﹤0.01%
11
+1
788
$1K ﹤0.01%
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789
$1K ﹤0.01%
11
790
$1K ﹤0.01%
12
791
$1K ﹤0.01%
+31
792
$1K ﹤0.01%
+10
793
$1K ﹤0.01%
+24
794
$1K ﹤0.01%
+61
795
$1K ﹤0.01%
+65
796
$1K ﹤0.01%
27
797
$1K ﹤0.01%
10
798
$0 ﹤0.01%
+2
799
– –
0
800
$0 ﹤0.01%
+3
30 31
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