BA
Bellwether Advisors Portfolio holdings
AUM
$585M
This Quarter Return
+3.93%
1 Year Return
+25.88%
3 Year Return
+83.75%
5 Year Return
–
10 Year Return
–
AUM
$559M
AUM Growth
+$559M
(+7.4%)
Cap. Flow
+$25.7M
Cap. Flow
% of AUM
4.59%
Top 10 Holdings %
Top 10 Hldgs %
57.44%
Holding
516
New
390
Increased
44
Reduced
49
Closed
2
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$34.9M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$24.8M |
| 3 |
NVIDIA
NVDA
|
$10.2M |
| 4 |
Microchip Technology
MCHP
|
$8.78M |
| 5 |
Marvell Technology
MRVL
|
$4.35M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$21.4M |
| 2 |
iShares US Healthcare ETF
IYH
|
$15.2M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$13.5M |
| 4 |
ON Semiconductor
ON
|
$9.62M |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
$7.31M |
Sector Composition
| 1 | Technology | 15.31% |
| 2 | Financials | 8.1% |
| 3 | Industrials | 2.95% |
| 4 | Consumer Staples | 2.2% |
| 5 | Communication Services | 1.4% |
