BA

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
$367M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$26.5M
2 +$14.9M
3 +$14.5M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$13.3M
5
IYE icon
iShares US Energy ETF
IYE
+$8.92M

Sector Composition

1 Technology 7.21%
2 Financials 4.72%
3 Industrials 2.49%
4 Communication Services 2.19%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-434,910