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
176
$101K 0.07%
1,105
+407
177
$100K 0.07%
1,174
-45
178
$99K 0.07%
4,291
+1,525
179
$99K 0.07%
1,008
180
$97K 0.06%
4,328
181
$97K 0.06%
4,095
+745
182
$94K 0.06%
2,725
+41
183
$94K 0.06%
985
-42
184
$94K 0.06%
1,144
185
$94K 0.06%
956
186
$93K 0.06%
1,679
187
$93K 0.06%
600
188
$93K 0.06%
4,133
189
$92K 0.06%
510
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190
$91K 0.06%
6,459
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191
$90K 0.06%
2,505
+5
192
$89K 0.06%
7,390
193
$89K 0.06%
3,094
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194
$88K 0.06%
+6,677
195
$88K 0.06%
1,609
196
$87K 0.06%
4,000
197
$87K 0.06%
2,063
+6
198
$87K 0.06%
1,286
199
$86K 0.06%
1,134
-11
200
$86K 0.06%
1,892
+350
6 7
8
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