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
326
$8K ﹤0.01%
+412
327
$8K ﹤0.01%
30
328
$7K ﹤0.01%
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584
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60
+6
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+97
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$6K ﹤0.01%
+46
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+150
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150
+120
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+22
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+108
350
$6K ﹤0.01%
33