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
$303M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$2.18M
3
+$1.9M
4
GO icon
Grocery Outlet
GO
+$1.73M
5
LW icon
Lamb Weston
LW
+$1.21M

Top Sells

1
+$4.69M
2
+$2.96M
3
+$2.66M
4
CALM icon
Cal-Maine
CALM
+$2.55M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.52M

Sector Composition

1 Consumer Staples 3.97%
2 Financials 3.11%
3 Utilities 3.07%
4 Healthcare 2.65%
5 Energy 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
93
377
$2K ﹤0.01%
+195
378
$2K ﹤0.01%
11
-5,483
379
$2K ﹤0.01%
+14
380
$2K ﹤0.01%
133
381
$2K ﹤0.01%
65
+4
382
$2K ﹤0.01%
+81
383
$2K ﹤0.01%
+60
384
$2K ﹤0.01%
21
-9
385
$2K ﹤0.01%
+10
386
$2K ﹤0.01%
227
387
$2K ﹤0.01%
+29
388
$2K ﹤0.01%
+13
389
$2K ﹤0.01%
60
390
$2K ﹤0.01%
21
+17
391
$2K ﹤0.01%
+12
392
$2K ﹤0.01%
39
-20
393
$2K ﹤0.01%
+9
394
$2K ﹤0.01%
103
-8
395
$2K ﹤0.01%
+6
396
$2K ﹤0.01%
+124
397
$2K ﹤0.01%
5
398
$2K ﹤0.01%
300
399
$2K ﹤0.01%
15
400
$2K ﹤0.01%
91
14 15
16
17 18