BA

Bellwether Advisors Portfolio holdings

AUM $605M
1-Year Est. Return 29.6%
This Quarter Est. Return
1 Year Est. Return
+29.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$4.72M
3
+$3.91M
4
BBWI icon
Bath & Body Works
BBWI
+$2.42M
5
HUBS icon
HubSpot
HUBS
+$2.19M

Top Sells

1
+$3.77M
2
+$3.14M
3
+$2.92M
4
ETSY icon
Etsy
ETSY
+$2.4M
5
AMAT icon
Applied Materials
AMAT
+$1.24M

Sector Composition

1 Technology 5.19%
2 Financials 4.45%
3 Industrials 3.83%
4 Healthcare 3.71%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$102K 0.04%
624
152
$99K 0.03%
1,641
153
$98K 0.03%
168
154
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834
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155
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156
$88K 0.03%
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157
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158
$82K 0.03%
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159
$81K 0.03%
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160
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166
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$80K 0.03%
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162
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348
163
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167
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168
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169
$70K 0.02%
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170
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174
$63K 0.02%
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175
$60K 0.02%
322
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