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
426
$2.57K ﹤0.01%
+27
427
$2.55K ﹤0.01%
+49
428
$2.55K ﹤0.01%
+92
429
$2.54K ﹤0.01%
+30
430
$2.52K ﹤0.01%
+30
431
$2.51K ﹤0.01%
+31
432
$2.48K ﹤0.01%
+123
433
$2.46K ﹤0.01%
+130
434
$2.42K ﹤0.01%
+128
435
$2.4K ﹤0.01%
+8
436
$2.36K ﹤0.01%
+93
437
$2.31K ﹤0.01%
+25
438
$2.29K ﹤0.01%
+127
439
$2.29K ﹤0.01%
+4
440
$2.25K ﹤0.01%
+83
441
$2.19K ﹤0.01%
+93
442
$2.16K ﹤0.01%
+14
443
$2.06K ﹤0.01%
+25
444
$2K ﹤0.01%
+30
445
$1.98K ﹤0.01%
+62
446
$1.94K ﹤0.01%
+17
447
$1.88K ﹤0.01%
+50
448
$1.85K ﹤0.01%
+25
449
$1.82K ﹤0.01%
+45
450
$1.79K ﹤0.01%
+43
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