BA
Ballew Advisors Portfolio holdings
AUM
$168M
1-Year Return
16.56%
This Quarter Return
-13.09%
1 Year Return
+16.56%
3 Year Return
+49.5%
5 Year Return
+74.87%
10 Year Return
–
AUM
$110M
AUM Growth
-$21.4M
(-16%)
Cap. Flow
-$2.97M
Cap. Flow
% of AUM
-2.71%
Top 10 Holdings %
Top 10 Hldgs %
49.6%
Holding
117
New
6
Increased
39
Reduced
32
Closed
22
Top Buys
Top Sells
| 1 |
Arthur J. Gallagher & Co
AJG
|
$1.21M |
| 2 |
United States Natural Gas Fund
UNG
|
$725K |
| 3 |
Global X Uranium ETF
URA
|
$615K |
| 4 |
VanEck Steel ETF
SLX
|
$585K |
| 5 |
BHP
BHP
|
$578K |
Sector Composition
| 1 | Financials | 4.48% |
| 2 | Energy | 2.34% |
| 3 | Consumer Discretionary | 2.22% |
| 4 | Technology | 1.58% |
| 5 | Consumer Staples | 1.11% |
