BA
Bellwether Advisors Portfolio holdings
AUM
$585M
1-Year Return
25.88%
This Quarter Return
-1.15%
1 Year Return
+25.88%
3 Year Return
+83.75%
5 Year Return
–
10 Year Return
–
AUM
$336M
AUM Growth
+$14.5M
(+4.5%)
Cap. Flow
+$23.6M
Cap. Flow
% of AUM
7.03%
Top 10 Holdings %
Top 10 Hldgs %
44.19%
Holding
655
New
65
Increased
64
Reduced
101
Closed
65
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$18.5M |
| 2 |
Vanguard Health Care ETF
VHT
|
$14.5M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$13.1M |
| 4 |
Hershey
HSY
|
$1.8M |
| 5 |
Tyson Foods
TSN
|
$1.77M |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$13.9M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$11.2M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$5.62M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$5.09M |
| 5 |
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% |
