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
$303M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$2.18M
3
+$1.9M
4
GO icon
Grocery Outlet
GO
+$1.73M
5
LW icon
Lamb Weston
LW
+$1.21M

Top Sells

1
+$4.69M
2
+$2.96M
3
+$2.66M
4
CALM icon
Cal-Maine
CALM
+$2.55M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.52M

Sector Composition

1 Consumer Staples 3.97%
2 Financials 3.11%
3 Utilities 3.07%
4 Healthcare 2.65%
5 Energy 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11K ﹤0.01%
+167
252
$11K ﹤0.01%
77
+75
253
$11K ﹤0.01%
666
254
$11K ﹤0.01%
+75
255
$11K ﹤0.01%
100
256
$11K ﹤0.01%
708
257
$11K ﹤0.01%
109
+85
258
$11K ﹤0.01%
56
259
$10K ﹤0.01%
130
+77
260
$10K ﹤0.01%
66
261
$10K ﹤0.01%
109
+55
262
$10K ﹤0.01%
+58
263
$10K ﹤0.01%
+285
264
$10K ﹤0.01%
373
-8
265
$10K ﹤0.01%
+210
266
$9K ﹤0.01%
150
267
$9K ﹤0.01%
364
268
$9K ﹤0.01%
75
269
$9K ﹤0.01%
+70
270
$9K ﹤0.01%
83
271
$9K ﹤0.01%
+115
272
$9K ﹤0.01%
119
273
$9K ﹤0.01%
+130
274
$9K ﹤0.01%
750
275
$8K ﹤0.01%
32
-1,676
9 10
11
12 13