BA
Ballew Advisors Portfolio holdings
AUM
$168M
This Quarter Return
-3.17%
1 Year Return
+16.56%
3 Year Return
+49.5%
5 Year Return
+74.87%
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(-12%)
Cap. Flow
-$10.5M
Cap. Flow
% of AUM
-8.65%
Top 10 Holdings %
Top 10 Hldgs %
47.69%
Holding
113
New
2
Increased
40
Reduced
41
Closed
16
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$420K |
| 2 |
Trane Technologies
TT
|
$286K |
| 3 |
Cal-Maine
CALM
|
$285K |
| 4 |
Trustmark
TRMK
|
$256K |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
$222K |
Top Sells
Sector Composition
| 1 | Financials | 5.08% |
| 2 | Energy | 3.07% |
| 3 | Consumer Discretionary | 1.77% |
| 4 | Technology | 1.7% |
| 5 | Consumer Staples | 0.98% |
