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
$290M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$4.61M
3
+$3.86M
4
BBWI icon
Bath & Body Works
BBWI
+$2.24M
5
HUBS icon
HubSpot
HUBS
+$1.96M

Top Sells

1
+$3.77M
2
+$3.14M
3
+$2.92M
4
ETSY icon
Etsy
ETSY
+$2.16M
5
AMAT icon
Applied Materials
AMAT
+$1.24M

Sector Composition

1 Technology 5.19%
2 Financials 4.45%
3 Industrials 3.83%
4 Healthcare 3.71%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
255
277
$9K ﹤0.01%
21
-2,238
278
$9K ﹤0.01%
143
-20
279
$9K ﹤0.01%
98
280
$9K ﹤0.01%
+58
281
$8K ﹤0.01%
138
282
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30
283
$8K ﹤0.01%
+103
284
$8K ﹤0.01%
332
285
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71
286
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+154
287
$7K ﹤0.01%
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151
290
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226
-25
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+80
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54
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296
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100
297
$6K ﹤0.01%
86
-50
298
$6K ﹤0.01%
325
299
$6K ﹤0.01%
59
+1
300
$6K ﹤0.01%
33
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