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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
$344M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$22.8M
3
+$12.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.39M
5
WBA
Walgreens Boots Alliance
WBA
+$3.66M

Top Sells

1
+$40.8M
2
+$11.5M
3
+$8.34M
4
ED icon
Consolidated Edison
ED
+$3.25M
5
MGPI icon
MGP Ingredients
MGPI
+$3.11M

Sector Composition

1 Healthcare 10.92%
2 Consumer Staples 4.8%
3 Industrials 4.1%
4 Utilities 3.73%
5 Financials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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