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
51
$723K 0.53%
3,263
52
$719K 0.53%
3,140
53
$666K 0.49%
11,042
54
$642K 0.47%
8,054
-149
55
$633K 0.47%
1,753
-97
56
$606K 0.45%
28,457
-30,000
57
$603K 0.44%
3,757
58
$586K 0.43%
4,973
-28
59
$574K 0.42%
7,300
60
$531K 0.39%
13,617
-218
61
$525K 0.39%
3,200
+260
62
$517K 0.38%
6,902
63
$497K 0.37%
11,860
-33
64
$483K 0.35%
3,662
+8
65
$472K 0.35%
1,431
+118
66
$470K 0.35%
9,717
67
$464K 0.34%
1,574
+92
68
$458K 0.34%
+18,250
69
$451K 0.33%
4,074
+15
70
$434K 0.32%
7,127
71
$422K 0.31%
12,038
+2
72
$397K 0.29%
18,438
-1,400
73
$394K 0.29%
6,252
-195
74
$392K 0.29%
17,741
-2,161
75
$390K 0.29%
+11,419
1 2
3
4 5