BA

Bellwether Advisors Portfolio holdings

AUM $605M
1-Year Est. Return 29.6%
This Quarter Est. Return
1 Year Est. Return
+29.6%
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
State Street Communication Services Select Sector SPDR ETF
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
251
$33.5K 0.01%
+420
252
$33.4K 0.01%
+176
253
$33.3K 0.01%
+71
254
$32.6K 0.01%
+337
255
$32.6K 0.01%
+631
256
$32.1K 0.01%
+1,383
257
$31.7K 0.01%
+178
258
$31.7K 0.01%
+268
259
$31.5K 0.01%
+725
260
$31.3K 0.01%
+270
261
$30.4K 0.01%
+714
262
$29.8K 0.01%
+415
263
$29.7K 0.01%
+280
264
$29.5K 0.01%
+519
265
$29K 0.01%
+3,890
266
$28.2K 0.01%
+286
267
$27.7K ﹤0.01%
+360
268
$25.6K ﹤0.01%
+450
269
$25.2K ﹤0.01%
+561
270
$25.1K ﹤0.01%
+218
271
$25.1K ﹤0.01%
+626
272
$24.4K ﹤0.01%
+775
273
$24.1K ﹤0.01%
+424
274
$23.4K ﹤0.01%
+41
275
$22.7K ﹤0.01%
+372
9 10
11
12 13