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
451
$1K ﹤0.01%
7
452
$1K ﹤0.01%
+60
453
$1K ﹤0.01%
6
454
$1K ﹤0.01%
43
455
$1K ﹤0.01%
33
+1
456
$1K ﹤0.01%
600
457
$1K ﹤0.01%
22
458
– –
0
459
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-2
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-4
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$0 ﹤0.01%
4
463
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464
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$0 ﹤0.01%
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466
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467
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468
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469
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0
470
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471
$0 ﹤0.01%
16
-8
472
– –
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473
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2
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0
475
– –
-33
17 18
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20 21