BA

Bellwether Advisors Portfolio holdings

AUM $627M
1-Year Est. Return 27.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1 +$41.3M
2 +$37.4M
3 +$19M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.2M
5
RCL icon
Royal Caribbean
RCL
+$7.34M

Sector Composition

1 Technology 8.98%
2 Industrials 7.52%
3 Consumer Discretionary 6.19%
4 Financials 5.82%
5 Communication Services 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$32.9K 0.01%
+161
252
$32.8K 0.01%
360
253
$32.4K 0.01%
69
+50
254
$30.8K 0.01%
714
255
$30.7K 0.01%
274
256
$30.4K 0.01%
270
257
$29.7K 0.01%
916
258
$29K 0.01%
97
+76
259
$28.4K ﹤0.01%
211
-115,406
260
$28.3K ﹤0.01%
280
261
$28.1K ﹤0.01%
286
262
$28.1K ﹤0.01%
+124
263
$27.7K ﹤0.01%
+74
264
$27.7K ﹤0.01%
1,000
265
$27.2K ﹤0.01%
+34
266
$27.2K ﹤0.01%
+53
267
$27.2K ﹤0.01%
186
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268
$26.7K ﹤0.01%
218
269
$26.7K ﹤0.01%
430
+3
270
$26.7K ﹤0.01%
372
271
$26K ﹤0.01%
+279
272
$25.8K ﹤0.01%
141
273
$25.6K ﹤0.01%
450
274
$25.3K ﹤0.01%
+344
275
$25.3K ﹤0.01%
+468