BA
Ballew Advisors Portfolio holdings
AUM
$168M
This Quarter Return
-1.01%
1 Year Return
+16.56%
3 Year Return
+49.5%
5 Year Return
+74.87%
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(-5.6%)
Cap. Flow
-$7.35M
Cap. Flow
% of AUM
-5.4%
Top 10 Holdings %
Top 10 Hldgs %
45.13%
Holding
132
New
16
Increased
31
Reduced
42
Closed
21
Top Buys
| 1 |
Snap
SNAP
|
$1.13M |
| 2 |
Advanced Micro Devices
AMD
|
$1.09M |
| 3 |
Capital One
COF
|
$1.09M |
| 4 |
Under Armour
UAA
|
$1.07M |
| 5 |
Apple
AAPL
|
$1.05M |
Top Sells
| 1 |
Generac Holdings
GNRC
|
$1.43M |
| 2 |
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
|
$1.35M |
| 3 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
$1.15M |
| 4 |
Applied Materials
AMAT
|
$1.13M |
| 5 |
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% |
