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
326
$8K ﹤0.01%
30
327
$8K ﹤0.01%
312
328
$7K ﹤0.01%
35
+3
329
$7K ﹤0.01%
325
330
$7K ﹤0.01%
2,016
331
$7K ﹤0.01%
62
332
$7K ﹤0.01%
108
333
$7K ﹤0.01%
151
334
$7K ﹤0.01%
373
335
$7K ﹤0.01%
201
336
$7K ﹤0.01%
90
-330
337
$7K ﹤0.01%
57
338
$7K ﹤0.01%
156
339
$7K ﹤0.01%
24
340
$7K ﹤0.01%
225
341
$7K ﹤0.01%
97
342
$6K ﹤0.01%
332
343
$6K ﹤0.01%
250
344
$6K ﹤0.01%
158
345
$6K ﹤0.01%
33
346
$6K ﹤0.01%
181
-26
347
$6K ﹤0.01%
226
348
$6K ﹤0.01%
10
349
$6K ﹤0.01%
88
350
$6K ﹤0.01%
28
12 13
14
15 16