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
$336M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1 +$18.5M
2 +$14.5M
3 +$13.1M
4
HSY icon
Hershey
HSY
+$1.8M
5
TSN icon
Tyson Foods
TSN
+$1.77M

Top Sells

1 +$13.9M
2 +$11.2M
3 +$5.62M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.09M
5
COST icon
Costco
COST
+$2.12M

Sector Composition

1 Financials 3.77%
2 Consumer Staples 3.36%
3 Healthcare 3%
4 Consumer Discretionary 2.62%
5 Energy 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$1K ﹤0.01%
7
527
$1K ﹤0.01%
+20
528
$1K ﹤0.01%
8
529
$1K ﹤0.01%
13
530
$1K ﹤0.01%
7
531
$1K ﹤0.01%
+3
532
$1K ﹤0.01%
13
533
$1K ﹤0.01%
41
534
$1K ﹤0.01%
163
535
$1K ﹤0.01%
8
536
$1K ﹤0.01%
+6
537
$1K ﹤0.01%
7
538
$1K ﹤0.01%
43
539
-350
540
0
541
$0 ﹤0.01%
+1
542
-236
543
-419
544
-50
545
0
546
-2,120
547
$0 ﹤0.01%
+4
548
-1,180
549
$0 ﹤0.01%
48
-70
550
-1,007