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
$301M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$15.1M
3
+$15M
4
SAVA icon
Cassava Sciences
SAVA
+$2.32M
5
NTLA icon
Intellia Therapeutics
NTLA
+$1.78M

Top Sells

1
+$13.6M
2
+$8.53M
3
+$6.94M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.65M
5
HUBS icon
HubSpot
HUBS
+$2.97M

Sector Composition

1 Healthcare 8.46%
2 Consumer Staples 4.69%
3 Energy 2.78%
4 Utilities 2.27%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10K ﹤0.01%
30
+26
302
$10K ﹤0.01%
71
303
$10K ﹤0.01%
382
304
$10K ﹤0.01%
75
305
$10K ﹤0.01%
300
306
$10K ﹤0.01%
205
307
$10K ﹤0.01%
83
308
$10K ﹤0.01%
189
309
$10K ﹤0.01%
+51
310
$10K ﹤0.01%
+22
311
$10K ﹤0.01%
+335
312
$9K ﹤0.01%
88
313
$9K ﹤0.01%
+116
314
$9K ﹤0.01%
224
315
$9K ﹤0.01%
+130
316
$9K ﹤0.01%
160
317
$9K ﹤0.01%
141
-18
318
$9K ﹤0.01%
+24
319
$9K ﹤0.01%
98
320
$8K ﹤0.01%
+468
321
$8K ﹤0.01%
332
322
$8K ﹤0.01%
+32
323
$8K ﹤0.01%
138
324
$8K ﹤0.01%
+400
325
$8K ﹤0.01%
+312
11 12
13
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