BA
Ballew Advisors Portfolio holdings
AUM
$168M
1-Year Return
16.56%
This Quarter Return
+5.74%
1 Year Return
+16.56%
3 Year Return
+49.5%
5 Year Return
+74.87%
10 Year Return
–
AUM
$137M
AUM Growth
+$6.61M
(+5.1%)
Cap. Flow
+$5.15M
Cap. Flow
% of AUM
3.76%
Top 10 Holdings %
Top 10 Hldgs %
47.46%
Holding
115
New
17
Increased
40
Reduced
42
Closed
8
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 4.25% |
| 2 | Energy | 2.51% |
| 3 | Technology | 1.85% |
| 4 | Consumer Discretionary | 1.61% |
| 5 | Consumer Staples | 1.04% |
