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
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$7.54M
3 +$5.52M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.67M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$3.4M

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 Change
in Stake
Capital Flow
101
$11K 0.01%
+1,338