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
276
$8K ﹤0.01%
90
-3,844
277
$8K ﹤0.01%
116
+101
278
$8K ﹤0.01%
160
279
$8K ﹤0.01%
+97
280
$8K ﹤0.01%
+15
281
$8K ﹤0.01%
+105
282
$8K ﹤0.01%
+213
283
$8K ﹤0.01%
60
+40
284
$8K ﹤0.01%
138
285
$8K ﹤0.01%
+83
286
$8K ﹤0.01%
+114
287
$8K ﹤0.01%
135
288
$8K ﹤0.01%
+36
289
$8K ﹤0.01%
+20
290
$8K ﹤0.01%
+189
291
$7K ﹤0.01%
27
292
$7K ﹤0.01%
+115
293
$7K ﹤0.01%
26
+1
294
$7K ﹤0.01%
160
295
$7K ﹤0.01%
+41
296
$7K ﹤0.01%
132
+112
297
$7K ﹤0.01%
+25
298
$7K ﹤0.01%
65
-55
299
$7K ﹤0.01%
+25
300
$6K ﹤0.01%
+30
10 11
12
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