BA
Ballew Advisors Portfolio holdings
AUM
$177M
1-Year Est. Return
21.54%
This Fund
S&P 500
1 Year Est. Return
+21.54%
AUM
$179M
AUM Growth
+$10.7M
(+6.3%)
Holding
127
Top Buys
| 1 | +$1.76M | |
| 2 | +$1.3M | |
| 3 | +$1.16M | |
| 4 |
ProShares Short QQQ
PSQ
|
+$1.16M |
| 5 |
ProShares Short S&P500
SH
|
+$1.16M |
Top Sells
| 1 | +$6.33M | |
| 2 | +$2.51M | |
| 3 | +$787K | |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$784K |
| 5 |
Vanguard World Funds Extended Duration ETF
EDV
|
+$626K |
Sector Composition
| 1 | Financials | 4.76% |
| 2 | Technology | 3.22% |
| 3 | Consumer Discretionary | 2.72% |
| 4 | Energy | 2.54% |
| 5 | Consumer Staples | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Trustmark
TRMK
$2.55B
| – | – |
-11,185
|
|
||
127
Vanguard Total Stock Market ETF
VTI
$577B
| – | – |
-845
|
|