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
151
$158K 0.03%
+553
152
$157K 0.03%
+542
153
$154K 0.03%
+872
154
$153K 0.03%
+3,036
155
$150K 0.03%
+2,409
156
$149K 0.03%
+661
157
$144K 0.03%
+857
158
$142K 0.03%
+300
159
$135K 0.02%
+589
160
$131K 0.02%
+1,717
161
$128K 0.02%
+3,076
162
$126K 0.02%
+4,110
163
$124K 0.02%
+2,847
164
$123K 0.02%
+371
165
$120K 0.02%
135
-1,515
166
$115K 0.02%
+2,132
167
$115K 0.02%
+1,349
168
$114K 0.02%
+1,223
169
$112K 0.02%
+3,833
170
$110K 0.02%
+3,396
171
$110K 0.02%
+1,109
172
$107K 0.02%
+850
173
$107K 0.02%
+2,714
174
$106K 0.02%
105,585
175
$105K 0.02%
+1,058
5 6
7
8 9