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
$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 +$10.2M
4
MCHP icon
Microchip Technology
MCHP
+$8.78M
5
MRVL icon
Marvell Technology
MRVL
+$4.35M

Top Sells

1 +$21.4M
2 +$15.2M
3 +$13.5M
4
ON icon
ON Semiconductor
ON
+$9.62M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$7.31M

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
376
$5.08K ﹤0.01%
+21
377
$5.06K ﹤0.01%
+70
378
$5.03K ﹤0.01%
+90
379
$5.01K ﹤0.01%
+45
380
$4.98K ﹤0.01%
+10
381
$4.97K ﹤0.01%
+233
382
$4.9K ﹤0.01%
+19
383
$4.74K ﹤0.01%
+62
384
$4.71K ﹤0.01%
+666
385
$4.64K ﹤0.01%
+10
386
$4.58K ﹤0.01%
+100
387
$4.56K ﹤0.01%
+58
388
$4.47K ﹤0.01%
+98
389
$4.37K ﹤0.01%
+598
390
$4.32K ﹤0.01%
+163
391
$4.28K ﹤0.01%
+28
392
$4.24K ﹤0.01%
+71
393
$4.21K ﹤0.01%
+129
394
$4.2K ﹤0.01%
+258
395
$4.17K ﹤0.01%
+60
396
$4.14K ﹤0.01%
+65
397
$4.05K ﹤0.01%
+200
398
$3.99K ﹤0.01%
+403
399
$3.88K ﹤0.01%
+250
400
$3.87K ﹤0.01%
+101