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
$585M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1 +$41.3M
2 +$37.4M
3 +$19M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.2M
5
RCL icon
Royal Caribbean
RCL
+$7.34M

Sector Composition

1 Technology 8.98%
2 Industrials 7.52%
3 Consumer Discretionary 6.19%
4 Financials 5.82%
5 Communication Services 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$20.2K ﹤0.01%
+78
302
$19.8K ﹤0.01%
112
303
$19.5K ﹤0.01%
208
304
$19.5K ﹤0.01%
+34
305
$19.5K ﹤0.01%
+532
306
$19.2K ﹤0.01%
353
307
$19K ﹤0.01%
451
308
$18.9K ﹤0.01%
176
309
$18.3K ﹤0.01%
181
310
$18.2K ﹤0.01%
+101
311
$18.2K ﹤0.01%
+59
312
$18.1K ﹤0.01%
418
-46
313
$18.1K ﹤0.01%
+62
314
$18K ﹤0.01%
+84
315
$17.4K ﹤0.01%
+245
316
$17.3K ﹤0.01%
62
317
$17.2K ﹤0.01%
108
318
$17.1K ﹤0.01%
372
+19
319
$16.9K ﹤0.01%
+157
320
$16.6K ﹤0.01%
75
-5
321
$16.5K ﹤0.01%
37
322
$16.4K ﹤0.01%
80
323
$16.3K ﹤0.01%
+178
324
$16.2K ﹤0.01%
+123
325
$16.1K ﹤0.01%
+130