BA

Bellwether Advisors Portfolio holdings

AUM $585M
1-Year Est. Return 25.88%
This Quarter Est. Return
1 Year Est. Return
+25.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$559M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$24.8M
3
+$10.2M
4
MCHP icon
Microchip Technology
MCHP
+$8.78M
5
MRVL icon
Marvell Technology
MRVL
+$4.35M

Top Sells

1
+$21.4M
2
+$15.2M
3
+$13.5M
4
ON icon
ON Semiconductor
ON
+$9.62M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$7.31M

Sector Composition

1 Technology 15.31%
2 Financials 8.1%
3 Industrials 2.95%
4 Consumer Staples 2.2%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11.8K ﹤0.01%
+2,280
327
$11.7K ﹤0.01%
+217
328
$11.6K ﹤0.01%
+153
329
$11.4K ﹤0.01%
+720
330
$11.3K ﹤0.01%
+75
331
$11.1K ﹤0.01%
+52
332
$11K ﹤0.01%
+59
333
$10.7K ﹤0.01%
+78
334
$10.7K ﹤0.01%
+27
335
$10.6K ﹤0.01%
+498
336
$10.5K ﹤0.01%
+64
337
$10.5K ﹤0.01%
+169
338
$10.5K ﹤0.01%
+676
339
$10.1K ﹤0.01%
+77
340
$9.75K ﹤0.01%
+125
341
$9.55K ﹤0.01%
+37
342
$9.11K ﹤0.01%
+151
343
$9.09K ﹤0.01%
+88
344
$9.08K ﹤0.01%
+66
345
$9.07K ﹤0.01%
+65
346
$9.06K ﹤0.01%
+75
347
$9.03K ﹤0.01%
+118
348
$8.95K ﹤0.01%
+150
349
$8.65K ﹤0.01%
+31
350
$8.63K ﹤0.01%
+267
12 13
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