BA

Ballew Advisors Portfolio holdings

AUM $177M
1-Year Est. Return 21.54%
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$767K
3
+$605K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$346K
5
JNUG icon
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
+$309K

Top Sells

1
+$331K
2
+$323K
3
+$311K
4
NVDA icon
NVIDIA
NVDA
+$259K
5
KO icon
Coca-Cola
KO
+$207K

Sector Composition

1 Financials 4.63%
2 Energy 3.12%
3 Consumer Discretionary 1.8%
4 Technology 1.76%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.3K 0.01%
+275
102
– –
-2,524
103
– –
-3,446
104
– –
-1,255
1 2 3 4
5