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
$303M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$2.18M
3
+$1.9M
4
GO icon
Grocery Outlet
GO
+$1.73M
5
LW icon
Lamb Weston
LW
+$1.21M

Top Sells

1
+$4.69M
2
+$2.96M
3
+$2.66M
4
CALM icon
Cal-Maine
CALM
+$2.55M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.52M

Sector Composition

1 Consumer Staples 3.97%
2 Financials 3.11%
3 Utilities 3.07%
4 Healthcare 2.65%
5 Energy 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$57K 0.02%
788
-475
152
$57K 0.02%
123
+60
153
$55K 0.02%
1,585
+89
154
$55K 0.02%
1,449
155
$55K 0.02%
2,428
156
$54K 0.02%
+1,489
157
$54K 0.02%
979
158
$53K 0.02%
363
+25
159
$51K 0.02%
1,880
160
$51K 0.02%
493
+268
161
$51K 0.02%
349
+74
162
$49K 0.02%
232
+35
163
$49K 0.02%
605
-116
164
$48K 0.02%
178
+8
165
$48K 0.02%
4,422
166
$47K 0.02%
+148
167
$47K 0.02%
456
-102
168
$46K 0.02%
1,206
169
$44K 0.01%
550
-1,397
170
$44K 0.01%
1,434
-1,204
171
$43K 0.01%
2,594
172
$42K 0.01%
262
-1
173
$41K 0.01%
580
-2,563
174
$40K 0.01%
326
175
$40K 0.01%
1,368
+342
5 6
7
8 9