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
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.38%
Holding
101
New
101
Increased
–
Reduced
–
Closed
–
Top Buys
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% |