BA

Ballew Advisors Portfolio holdings

AUM $168M
This Quarter Return
+2.07%
1 Year Return
+16.56%
3 Year Return
+49.5%
5 Year Return
+74.87%
10 Year Return
AUM
$101M
AUM Growth
Cap. Flow
+$101M
Cap. Flow %
100%
Top 10 Hldgs %
46.38%
Holding
101
New
101
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.95%
2 Communication Services 1.66%
3 Materials 1.16%
4 Financials 1.07%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ATIS
101
DELISTED
Attis Industries Inc. Common Stock
ATIS
$11K 0.01%
+10,700
New +$11K