BA

Bellwether Advisors Portfolio holdings

AUM $590M
1-Year Est. Return 35.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$3.28M
3
+$2.99M
4
NFLX icon
Netflix
NFLX
+$2.76M
5
CHKP icon
Check Point Software Technologies
CHKP
+$2.64M

Top Sells

1
+$20.5M
2
+$16.5M
3
+$8.2M
4
CPNG icon
Coupang
CPNG
+$4.55M
5
CVNA icon
Carvana
CVNA
+$4.28M

Sector Composition

1 Technology 8.96%
2 Industrials 7.13%
3 Communication Services 6.87%
4 Consumer Discretionary 4.28%
5 Financials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.04%
4,455
127
$236K 0.04%
10,150
128
$234K 0.04%
7,341
129
$233K 0.04%
2,419
+3
130
$223K 0.04%
1,532
+88
131
$223K 0.04%
603
+1
132
$217K 0.04%
4,865
133
$214K 0.04%
2,267
+63
134
$213K 0.04%
787
+2
135
$207K 0.03%
2,650
136
$12.4K ﹤0.01%
10,000
137
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