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
276
$22.2K ﹤0.01%
+186
277
$22.2K ﹤0.01%
+789
278
$21.5K ﹤0.01%
+577
279
$21.2K ﹤0.01%
+103
280
$20.4K ﹤0.01%
+61
281
$20.3K ﹤0.01%
+122
282
$20.3K ﹤0.01%
+237
283
$20.2K ﹤0.01%
+504
284
$19.9K ﹤0.01%
+4
285
$19.9K ﹤0.01%
+393
286
$19.7K ﹤0.01%
+80
287
$19.3K ﹤0.01%
+260
288
$19.1K ﹤0.01%
+101
289
$19.1K ﹤0.01%
+208
290
$19K ﹤0.01%
+112
291
$18.7K ﹤0.01%
+155
292
$18.6K ﹤0.01%
+160
293
$18.4K ﹤0.01%
+181
294
$18.2K ﹤0.01%
+1,000
295
$18.2K ﹤0.01%
+451
296
$18.1K ﹤0.01%
+150
297
$17.7K ﹤0.01%
+100
298
$17K ﹤0.01%
+147
299
$17K ﹤0.01%
+80
300
$16.6K ﹤0.01%
+108
10 11
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