BA
Bellwether Advisors Portfolio holdings
AUM
$585M
1-Year Return
25.88%
This Quarter Return
+0.81%
1 Year Return
+25.88%
3 Year Return
+83.75%
5 Year Return
–
10 Year Return
–
AUM
$301M
AUM Growth
+$10.6M
(+3.7%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
42.59%
Holding
651
New
191
Increased
83
Reduced
78
Closed
80
Top Buys
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$14.8M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$14.6M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$14.3M |
| 4 |
InMode
INMD
|
$2.25M |
| 5 |
Astrana Health
ASTH
|
$1.82M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$13.2M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$8.54M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$6.85M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$5.37M |
| 5 |
HubSpot
HUBS
|
$2.97M |
Sector Composition
| 1 | Healthcare | 8.46% |
| 2 | Consumer Staples | 4.69% |
| 3 | Energy | 2.78% |
| 4 | Utilities | 2.27% |
| 5 | Financials | 1.89% |
