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
$336M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$14.5M
3
+$13.1M
4
HSY icon
Hershey
HSY
+$1.8M
5
TSN icon
Tyson Foods
TSN
+$1.77M

Top Sells

1
+$13.9M
2
+$11.2M
3
+$5.62M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.09M
5
COST icon
Costco
COST
+$2.12M

Sector Composition

1 Financials 3.77%
2 Consumer Staples 3.36%
3 Healthcare 3%
4 Consumer Discretionary 2.62%
5 Energy 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$46K 0.01%
1,255
+130
202
$46K 0.01%
466
203
$44K 0.01%
400
204
$44K 0.01%
1,184
205
$43K 0.01%
1,296
-660
206
$42K 0.01%
257
207
$41K 0.01%
255
208
$40K 0.01%
240
-189
209
$39K 0.01%
1,497
210
$38K 0.01%
624
211
$37K 0.01%
447
+410
212
$37K 0.01%
2,118
-378
213
$36K 0.01%
95
214
$35K 0.01%
240
215
$34K 0.01%
420
216
$33K 0.01%
666
+403
217
$33K 0.01%
111
218
$32K 0.01%
319
219
$31K 0.01%
847
220
$30K 0.01%
223
221
$30K 0.01%
320
222
$30K 0.01%
232
+31
223
$30K 0.01%
528
224
$29K 0.01%
750
225
$29K 0.01%
1,394
7 8
9
10 11