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
401
$2K ﹤0.01%
+20
402
$2K ﹤0.01%
+21
403
$2K ﹤0.01%
49
404
$2K ﹤0.01%
9
405
$2K ﹤0.01%
605
406
$2K ﹤0.01%
93
407
$2K ﹤0.01%
+195
408
$2K ﹤0.01%
+11
409
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35
+22
410
$2K ﹤0.01%
42
411
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+57
412
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21
-9
413
$2K ﹤0.01%
+10
414
$2K ﹤0.01%
227
415
$2K ﹤0.01%
+29
416
$2K ﹤0.01%
108
417
$2K ﹤0.01%
+442
418
$1K ﹤0.01%
162
419
$1K ﹤0.01%
8
420
$1K ﹤0.01%
+18
421
$1K ﹤0.01%
+45
422
$1K ﹤0.01%
+20
423
$1K ﹤0.01%
5
424
$1K ﹤0.01%
36
425
$1K ﹤0.01%
58
-23
15 16
17
18 19