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
351
$6K ﹤0.01%
16
352
$5K ﹤0.01%
90
353
$5K ﹤0.01%
27
-105
354
$5K ﹤0.01%
200
355
$5K ﹤0.01%
49
356
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10
+1
357
$5K ﹤0.01%
84
358
$5K ﹤0.01%
58
359
$5K ﹤0.01%
24
360
$5K ﹤0.01%
48
361
$5K ﹤0.01%
25
362
$5K ﹤0.01%
71
363
$5K ﹤0.01%
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364
$5K ﹤0.01%
170
365
$5K ﹤0.01%
52
366
$5K ﹤0.01%
123
367
$5K ﹤0.01%
33
368
$5K ﹤0.01%
37
369
$5K ﹤0.01%
34
370
$5K ﹤0.01%
106
371
$5K ﹤0.01%
204
372
$5K ﹤0.01%
+605
373
$5K ﹤0.01%
52
374
$5K ﹤0.01%
125
-18,090
375
$4K ﹤0.01%
20
13 14
15
16 17