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
$144M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$1.15M
3 +$1.09M
4
YETI icon
Yeti Holdings
YETI
+$1.08M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.02M

Sector Composition

1 Consumer Discretionary 3.37%
2 Financials 3.1%
3 Technology 1.77%
4 Industrials 1.67%
5 Communication Services 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,408
127
-51,044
128
-40,270
129
-45,000