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
376
$4K ﹤0.01%
71
377
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133
378
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183
379
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43
380
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60
381
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64
382
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50
383
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22
384
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386
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200
387
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60
388
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33
390
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391
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77
392
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6
393
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395
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11
-113
396
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40
397
$4K ﹤0.01%
600
-1,201
398
$4K ﹤0.01%
119
399
$3K ﹤0.01%
131
400
$3K ﹤0.01%
32
14 15
16
17 18