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
$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
+$10.5M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
MRVL icon
Marvell Technology
MRVL
+$3.66M

Top Sells

1
+$21.5M
2
+$16.1M
3
+$14.1M
4
ON icon
ON Semiconductor
ON
+$10.5M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$7.2M

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
351
$8.26K ﹤0.01%
+151
352
$8.09K ﹤0.01%
+65
353
$7.96K ﹤0.01%
+19
354
$7.92K ﹤0.01%
+55
355
$7.88K ﹤0.01%
+42
356
$7.8K ﹤0.01%
+15
357
$7.71K ﹤0.01%
+70
358
$7.66K ﹤0.01%
+815
359
$7.45K ﹤0.01%
+21
360
$7.39K ﹤0.01%
+21
361
$6.91K ﹤0.01%
+21
362
$6.87K ﹤0.01%
+118
363
$6.82K ﹤0.01%
+65
364
$6.44K ﹤0.01%
+52
365
$6.24K ﹤0.01%
+59
366
$6.17K ﹤0.01%
+350
367
$5.91K ﹤0.01%
+200
368
$5.91K ﹤0.01%
+30
369
$5.84K ﹤0.01%
+170
370
$5.78K ﹤0.01%
+117
371
$5.63K ﹤0.01%
+20
372
$5.43K ﹤0.01%
+56
373
$5.36K ﹤0.01%
+36
374
$5.27K ﹤0.01%
+200
375
$5.1K ﹤0.01%
+3
13 14
15
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