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
$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
The Communication Services Select Sector SPDR Fund
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
301
$16.3K ﹤0.01%
+600
302
$16K ﹤0.01%
+353
303
$15.7K ﹤0.01%
+176
304
$15.7K ﹤0.01%
+144
305
$15K ﹤0.01%
+62
306
$14.9K ﹤0.01%
+37
307
$14.4K ﹤0.01%
+1,086
308
$14.3K ﹤0.01%
+714
309
$13.9K ﹤0.01%
+115
310
$13.9K ﹤0.01%
+373
311
$13.8K ﹤0.01%
+377
312
$13.8K ﹤0.01%
+158
313
$13.7K ﹤0.01%
+98
314
$13.7K ﹤0.01%
+357
315
$13.5K ﹤0.01%
+3,534
316
$13.5K ﹤0.01%
256
-31,609
317
$13.5K ﹤0.01%
+128
318
$13.3K ﹤0.01%
+26
319
$13.2K ﹤0.01%
+60
320
$13.1K ﹤0.01%
10,000
321
$13K ﹤0.01%
+91
322
$12.8K ﹤0.01%
+300
323
$12.6K ﹤0.01%
+43
324
$12.2K ﹤0.01%
+160
325
$11.9K ﹤0.01%
+92
11 12
13
14 15