BA

Bellwether Advisors Portfolio holdings

AUM $585M
1-Year Est. Return 25.88%
This Quarter Est. Return
1 Year Est. Return
+25.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$559M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$24.8M
3
+$10.2M
4
MCHP icon
Microchip Technology
MCHP
+$8.78M
5
MRVL icon
Marvell Technology
MRVL
+$4.35M

Top Sells

1
+$21.4M
2
+$15.2M
3
+$13.5M
4
ON icon
ON Semiconductor
ON
+$9.62M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$7.31M

Sector Composition

1 Technology 15.31%
2 Financials 8.1%
3 Industrials 2.95%
4 Consumer Staples 2.2%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55.7K 0.01%
+4,705
227
$55.6K 0.01%
+1,487
228
$55.3K 0.01%
+1,505
229
$53.2K 0.01%
+1,445
230
$52.8K 0.01%
+569
231
$51.9K 0.01%
+4,689
232
$50.8K 0.01%
+140
233
$50.5K 0.01%
+349
234
$49.6K 0.01%
+78
235
$49.5K 0.01%
375
-12,651
236
$47.9K 0.01%
+1,728
237
$47.8K 0.01%
+137
238
$46.9K 0.01%
+347
239
$46.5K 0.01%
+2,065
240
$46K 0.01%
+89
241
$43.1K 0.01%
+849
242
$41.1K 0.01%
+1,184
243
$39.7K 0.01%
+215
244
$39.1K 0.01%
+477
245
$37.9K 0.01%
+389
246
$37.8K 0.01%
+722
247
$37.5K 0.01%
+329
248
$37.3K 0.01%
+109
249
$36.3K 0.01%
+1,064
250
$34.8K 0.01%
+788
8 9
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