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
451
$1.73K ﹤0.01%
+19
452
$1.67K ﹤0.01%
+158
453
$1.66K ﹤0.01%
+26
454
$1.64K ﹤0.01%
+15
455
$1.64K ﹤0.01%
+22
456
$1.63K ﹤0.01%
+39
457
$1.57K ﹤0.01%
+39
458
$1.57K ﹤0.01%
+12
459
$1.51K ﹤0.01%
+54
460
$1.5K ﹤0.01%
+12
461
$1.5K ﹤0.01%
+8
462
$1.49K ﹤0.01%
+162
463
$1.49K ﹤0.01%
+13
464
$1.49K ﹤0.01%
+22
465
$1.48K ﹤0.01%
+4
466
$1.46K ﹤0.01%
+50
467
$1.38K ﹤0.01%
+50
468
$1.37K ﹤0.01%
+14
469
$1.37K ﹤0.01%
+4
470
$1.33K ﹤0.01%
+6
471
$1.32K ﹤0.01%
+20
472
$1.3K ﹤0.01%
+200
473
$1.22K ﹤0.01%
+53
474
$1.09K ﹤0.01%
+24
475
$1.03K ﹤0.01%
+15
17 18
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