BA

Bellwether Advisors Portfolio holdings

AUM $627M
1-Year Est. Return 27.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$15.1M
3
+$15M
4
SAVA icon
Cassava Sciences
SAVA
+$2.32M
5
NTLA icon
Intellia Therapeutics
NTLA
+$1.78M

Top Sells

1
+$13.6M
2
+$8.53M
3
+$6.94M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.65M
5
HUBS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
+39
502
$1K ﹤0.01%
13
503
$1K ﹤0.01%
30
504
$1K ﹤0.01%
83
505
$1K ﹤0.01%
4
506
$1K ﹤0.01%
40
507
$1K ﹤0.01%
+6
508
$1K ﹤0.01%
+10
509
$1K ﹤0.01%
4
510
$1K ﹤0.01%
+4
511
$1K ﹤0.01%
+11
512
$1K ﹤0.01%
+5
513
$1K ﹤0.01%
53
-178
514
$1K ﹤0.01%
+38
515
$1K ﹤0.01%
+97
516
$1K ﹤0.01%
20
517
$1K ﹤0.01%
123
518
$1K ﹤0.01%
+52
519
$1K ﹤0.01%
13
520
$1K ﹤0.01%
+9
521
$1K ﹤0.01%
49
522
$1K ﹤0.01%
+3
523
$1K ﹤0.01%
14
524
$1K ﹤0.01%
7
525
$1K ﹤0.01%
5
19 20
21
22 23