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
$336M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$14.5M
3
+$13.1M
4
HSY icon
Hershey
HSY
+$1.8M
5
TSN icon
Tyson Foods
TSN
+$1.77M

Top Sells

1
+$13.9M
2
+$11.2M
3
+$5.62M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$5.09M
5
COST icon
Costco
COST
+$2.12M

Sector Composition

1 Financials 3.77%
2 Consumer Staples 3.36%
3 Healthcare 3%
4 Consumer Discretionary 2.62%
5 Energy 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K ﹤0.01%
294
277
$16K ﹤0.01%
150
278
$16K ﹤0.01%
196
279
$15K ﹤0.01%
378
280
$15K ﹤0.01%
59
281
$15K ﹤0.01%
26
282
$15K ﹤0.01%
68
283
$14K ﹤0.01%
22
284
$14K ﹤0.01%
75
285
$14K ﹤0.01%
66
286
$14K ﹤0.01%
179
+47
287
$14K ﹤0.01%
708
288
$14K ﹤0.01%
335
289
$14K ﹤0.01%
750
+250
290
$13K ﹤0.01%
66
291
$13K ﹤0.01%
103
292
$13K ﹤0.01%
238
293
$13K ﹤0.01%
72
294
$13K ﹤0.01%
89
-129
295
$13K ﹤0.01%
77
296
$12K ﹤0.01%
224
297
$12K ﹤0.01%
364
-796
298
$12K ﹤0.01%
440
+40
299
$12K ﹤0.01%
243
300
$12K ﹤0.01%
209
10 11
12
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