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
401
$3.85K ﹤0.01%
+111
402
$3.83K ﹤0.01%
+375
403
$3.79K ﹤0.01%
+45
404
$3.78K ﹤0.01%
+166
405
$3.69K ﹤0.01%
+46
406
$3.69K ﹤0.01%
+33
407
$3.58K ﹤0.01%
+36
408
$3.53K ﹤0.01%
+2,016
409
$3.49K ﹤0.01%
+117
410
$3.46K ﹤0.01%
+88
411
$3.42K ﹤0.01%
+48
412
$3.27K ﹤0.01%
+42
413
$3.14K ﹤0.01%
+33
414
$3.1K ﹤0.01%
+100
415
$3.1K ﹤0.01%
+54
416
$3.07K ﹤0.01%
+49
417
$3.05K ﹤0.01%
+61
418
$2.97K ﹤0.01%
+38
419
$2.95K ﹤0.01%
+36
420
$2.79K ﹤0.01%
+29
421
$2.76K ﹤0.01%
+139
422
$2.73K ﹤0.01%
+13
423
$2.71K ﹤0.01%
+58
424
$2.62K ﹤0.01%
+13
425
$2.62K ﹤0.01%
+13
15 16
17
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