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
76
$384K 0.28%
2,462
+1
77
$371K 0.27%
5,883
-42
78
$363K 0.27%
14,929
-193
79
$342K 0.25%
16,225
-271
80
$334K 0.25%
10,441
-17,464
81
$323K 0.24%
3,059
-1,079
82
$322K 0.24%
6,331
-5,628
83
$302K 0.22%
1,062
84
$293K 0.22%
13,547
-2,287
85
$291K 0.21%
2,484
86
$289K 0.21%
3,520
87
$284K 0.21%
3,328
88
$275K 0.2%
1,333
+2
89
$272K 0.2%
10,126
+81
90
$245K 0.18%
20,000
91
$236K 0.17%
2,191
-75
92
$234K 0.17%
7,006
93
$233K 0.17%
+31,587
94
$233K 0.17%
3,473
-51
95
$225K 0.17%
1,398
96
$224K 0.16%
3,751
+60
97
$220K 0.16%
6,824
98
$215K 0.16%
4,045
+40
99
$214K 0.16%
1,000
-780
100
$213K 0.16%
2,736
-2,250
2 3
4
5 6