BA

Bellwether Advisors Portfolio holdings

AUM $605M
1-Year Est. Return 29.6%
This Quarter Est. Return
1 Year Est. Return
+29.6%
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
State Street Utilities Select Sector SPDR ETF
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%
25
-15,713
527
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10
528
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4
529
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192
530
$1K ﹤0.01%
11
531
$1K ﹤0.01%
+20
532
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38
533
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+10
534
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20
535
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+31
536
$1K ﹤0.01%
13
537
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8
538
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539
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540
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541
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542
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543
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544
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550
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