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
301
$12K ﹤0.01%
67
302
$11K ﹤0.01%
5
303
$11K ﹤0.01%
56
304
$11K ﹤0.01%
382
305
$11K ﹤0.01%
328
-73
306
$11K ﹤0.01%
182
307
$10K ﹤0.01%
37
308
$10K ﹤0.01%
75
309
$10K ﹤0.01%
77
310
$10K ﹤0.01%
300
311
$10K ﹤0.01%
160
312
$10K ﹤0.01%
83
313
$10K ﹤0.01%
51
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$10K ﹤0.01%
9
315
$10K ﹤0.01%
43
316
$10K ﹤0.01%
119
317
$9K ﹤0.01%
30
318
$9K ﹤0.01%
468
319
$9K ﹤0.01%
189
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$9K ﹤0.01%
138
321
$9K ﹤0.01%
412
322
$9K ﹤0.01%
461
323
$9K ﹤0.01%
22
324
$8K ﹤0.01%
4
-511
325
$8K ﹤0.01%
78
11 12
13
14 15