BA

Ballew Advisors Portfolio holdings

AUM $177M
1-Year Est. Return 21.54%
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.5M
AUM Growth
-$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$1.87M
3
+$1.82M
4
GLD icon
SPDR Gold Trust
GLD
+$1.55M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$883K

Top Sells

1
+$5.63M
2
+$3.56M
3
+$2.95M
4
SIL icon
Global X Silver Miners ETF NEW
SIL
+$1.96M
5
RWM icon
ProShares Short Russell2000
RWM
+$1.51M

Sector Composition

1 Financials 0.96%
2 Technology 0.72%
3 Energy 0.6%
4 Healthcare 0.51%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
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