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
576
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-57
577
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578
$0 ﹤0.01%
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579
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581
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582
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583
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+1
584
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0
585
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3
586
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587
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588
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589
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590
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591
$0 ﹤0.01%
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592
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593
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594
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595
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0
596
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597
$0 ﹤0.01%
53
598
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15
-17,259
599
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600
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-72
22 23
24
25 26