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
$227M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.43%
2 Financials 3.59%
3 Industrials 3.41%
4 Technology 2.93%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
+6
327
$0 ﹤0.01%
+4
328
$0 ﹤0.01%
+17
329
$0 ﹤0.01%
+2
330
$0 ﹤0.01%
+12
331
$0 ﹤0.01%
+19
332
$0 ﹤0.01%
+9
333
$0 ﹤0.01%
+16
334
$0 ﹤0.01%
+3
335
$0 ﹤0.01%
+3
336
$0 ﹤0.01%
+3
337
$0 ﹤0.01%
+1
338
$0 ﹤0.01%
+23
339
$0 ﹤0.01%
+14
340
$0 ﹤0.01%
+4
341
$0 ﹤0.01%
+4
342
$0 ﹤0.01%
+7
343
$0 ﹤0.01%
+10
344
$0 ﹤0.01%
+10