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
176
$105K 0.02%
+3,216
177
$105K 0.02%
+1,329
178
$104K 0.02%
+969
179
$102K 0.02%
+3,720
180
$101K 0.02%
+2,296
181
$101K 0.02%
+177
182
$100K 0.02%
+4,072
183
$100K 0.02%
+4,000
184
$99.1K 0.02%
+342
185
$97.9K 0.02%
+3,676
186
$97.3K 0.02%
+673
187
$96.6K 0.02%
+1,696
188
$95.3K 0.02%
+181
189
$94.9K 0.02%
+1,183
190
$94.8K 0.02%
+1,981
191
$86.7K 0.02%
+1,235
192
$86.3K 0.02%
+2,515
193
$85.7K 0.02%
+1,642
194
$80.3K 0.01%
+1,357
195
$79.8K 0.01%
+1,908
196
$79K 0.01%
+854
197
$78.3K 0.01%
+176
198
$77.3K 0.01%
+838
199
$77.1K 0.01%
+1,225
200
$74.8K 0.01%
+1,253
6 7
8
9 10