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
$559M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1 +$34.9M
2 +$24.8M
3 +$10.2M
4
MCHP icon
Microchip Technology
MCHP
+$8.78M
5
MRVL icon
Marvell Technology
MRVL
+$4.35M

Top Sells

1 +$21.4M
2 +$15.2M
3 +$13.5M
4
ON icon
ON Semiconductor
ON
+$9.62M
5
XLC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$220K 0.04%
4,065
127
$212K 0.04%
2,136
-44
128
$208K 0.04%
2,335
+122
129
$205K 0.04%
+7,341
130
$202K 0.04%
8,200
131
$201K 0.04%
+219
132
$199K 0.04%
4,865
133
$197K 0.04%
+8,000
134
$197K 0.04%
+1,295
135
$196K 0.04%
4,455
136
$196K 0.04%
+1,137
137
$196K 0.04%
+5,818
138
$194K 0.03%
+538
139
$193K 0.03%
+2,881
140
$191K 0.03%
+1,532
141
$188K 0.03%
10,150
142
$186K 0.03%
+1,580
143
$185K 0.03%
+457
144
$181K 0.03%
+5,535
145
$177K 0.03%
+3,441
146
$172K 0.03%
4,119
+509
147
$171K 0.03%
+1,260
148
$163K 0.03%
+6,538
149
$162K 0.03%
+1,512
150
$161K 0.03%
+1,280