BA

Ballew Advisors Portfolio holdings

AUM $179M
1-Year Est. Return 19.69%
This Quarter Est. Return
1 Year Est. Return
+19.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.09M
3
+$1.09M
4
UAA icon
Under Armour
UAA
+$1.07M
5
AAPL icon
Apple
AAPL
+$1.05M

Top Sells

1
+$1.43M
2
+$1.35M
3
+$1.15M
4
AMAT icon
Applied Materials
AMAT
+$1.13M
5
JPM icon
JPMorgan Chase
JPM
+$1.09M

Sector Composition

1 Technology 3.36%
2 Consumer Discretionary 2.81%
3 Financials 2.72%
4 Energy 1.47%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.93%
11,706
-1,067
27
$1.24M 0.91%
52,658
+605
28
$1.18M 0.86%
24,314
+293
29
$1.14M 0.84%
37,287
-66
30
$1.14M 0.83%
10,066
-42
31
$1.13M 0.83%
+15,044
32
$1.09M 0.8%
+10,376
33
$1.09M 0.8%
+6,458
34
$1.07M 0.78%
+52,198
35
$1.04M 0.76%
9,448
-313
36
$1.04M 0.76%
30,990
-80
37
$1M 0.74%
8,640
+168
38
$997K 0.73%
+7,647
39
$984K 0.72%
+9,052
40
$980K 0.72%
+7,110
41
$971K 0.71%
3,494
42
$967K 0.71%
+26,600
43
$967K 0.71%
+13,656
44
$935K 0.69%
20,167
+49
45
$904K 0.66%
+49,023
46
$900K 0.66%
17,804
+2,843
47
$881K 0.65%
42,089
-8,461
48
$865K 0.64%
8,390
-176
49
$783K 0.58%
13,123
50
$774K 0.57%
7,110
+114
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