BA
Bellwether Advisors Portfolio holdings
AUM
$585M
1-Year Return
25.88%
This Quarter Return
-8.81%
1 Year Return
+25.88%
3 Year Return
+83.75%
5 Year Return
–
10 Year Return
–
AUM
$311M
AUM Growth
-$24.9M
(-7.4%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
3.46%
Top 10 Holdings %
Top 10 Hldgs %
49.34%
Holding
622
New
36
Increased
63
Reduced
122
Closed
164
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$11.7M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$10.7M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$6.3M |
| 4 |
Williams Companies
WMB
|
$4.36M |
| 5 |
MGP Ingredients
MGPI
|
$3.72M |
Top Sells
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$10.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.08M |
| 3 |
Oneok
OKE
|
$2.52M |
| 4 |
Exelon
EXC
|
$2.49M |
| 5 |
Tyson Foods
TSN
|
$1.68M |
Sector Composition
| 1 | Consumer Staples | 5.02% |
| 2 | Financials | 3.45% |
| 3 | Utilities | 3.33% |
| 4 | Healthcare | 2.79% |
| 5 | Energy | 2.45% |
