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
$111M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$784K
3
+$778K
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$746K
5
SO icon
Southern Company
SO
+$402K

Top Sells

1
+$749K
2
+$486K
3
+$383K
4
VZ icon
Verizon
VZ
+$223K
5
KO icon
Coca-Cola
KO
+$201K

Sector Composition

1 Financials 4.75%
2 Energy 3.01%
3 Consumer Discretionary 1.69%
4 Technology 1.41%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,456
102
– –
-4,409
1 2 3 4
5