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
901
$0 ﹤0.01%
42
902
$0 ﹤0.01%
+2
903
– –
-1,876
904
$0 ﹤0.01%
+5
905
$0 ﹤0.01%
+2
906
$0 ﹤0.01%
+11
907
$0 ﹤0.01%
11
908
– –
-94
909
$0 ﹤0.01%
+9
910
$0 ﹤0.01%
+1
911
$0 ﹤0.01%
+3
912
$0 ﹤0.01%
95
913
$0 ﹤0.01%
+2
914
$0 ﹤0.01%
+4
915
$0 ﹤0.01%
+1
916
$0 ﹤0.01%
+2
917
$0 ﹤0.01%
+3
918
$0 ﹤0.01%
1
919
$0 ﹤0.01%
+2
920
– –
0
921
$0 ﹤0.01%
+5
922
$0 ﹤0.01%
+13
923
– –
-34
924
$0 ﹤0.01%
+4
925
$0 ﹤0.01%
+2
35 36
37
38 39