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
$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
Health Care Select Sector SPDR Fund
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%
300
377
$2K ﹤0.01%
15
378
$2K ﹤0.01%
+60
379
$2K ﹤0.01%
91
380
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34
381
$2K ﹤0.01%
+37
382
$2K ﹤0.01%
5
+1
383
$2K ﹤0.01%
46
-2
384
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29
385
$2K ﹤0.01%
100
-228
386
$2K ﹤0.01%
11
387
$2K ﹤0.01%
11
-5,483
388
$2K ﹤0.01%
+14
389
$2K ﹤0.01%
133
390
$2K ﹤0.01%
65
+4
391
$2K ﹤0.01%
+81
392
$2K ﹤0.01%
2,016
393
$2K ﹤0.01%
21
+17
394
$2K ﹤0.01%
+12
395
$2K ﹤0.01%
39
-20
396
$2K ﹤0.01%
+9
397
$2K ﹤0.01%
103
-8
398
$2K ﹤0.01%
58
399
$2K ﹤0.01%
31
400
$2K ﹤0.01%
+68
14 15
16
17 18