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
176
$40K 0.01%
750
177
$40K 0.01%
119
+8
178
$39K 0.01%
493
179
$39K 0.01%
698
+171
180
$39K 0.01%
1,345
+85
181
$38K 0.01%
1,015
+170
182
$38K 0.01%
+491
183
$36K 0.01%
380
+300
184
$36K 0.01%
400
185
$36K 0.01%
10,000
186
$35K 0.01%
127
+54
187
$35K 0.01%
1,189
188
$34K 0.01%
151
+92
189
$34K 0.01%
1,021
-716
190
$33K 0.01%
1,184
191
$32K 0.01%
80
-63
192
$32K 0.01%
188
-160
193
$32K 0.01%
426
194
$31K 0.01%
+915
195
$29K 0.01%
319
196
$29K 0.01%
240
197
$29K 0.01%
744
+125
198
$28K 0.01%
89
199
$27K 0.01%
310
-263
200
$27K 0.01%
335
+10
6 7
8
9 10