BA

Bellwether Advisors Portfolio holdings

AUM $627M
1-Year Est. Return 27.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.88%
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
+$10.5M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
MRVL icon
Marvell Technology
MRVL
+$3.66M

Top Sells

1
+$21.5M
2
+$16.1M
3
+$14.1M
4
ON icon
ON Semiconductor
ON
+$10.5M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$7.2M

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
201
$71.7K 0.01%
+1,019
202
$71.4K 0.01%
+274
203
$71.2K 0.01%
+1,338
204
$70.1K 0.01%
+553
205
$67.4K 0.01%
+1,453
206
$67.1K 0.01%
+1,206
207
$66.8K 0.01%
+615
208
$66K 0.01%
+2,641
209
$65.6K 0.01%
+85
210
$65.3K 0.01%
+1,244
211
$65.3K 0.01%
+129
212
$64.8K 0.01%
+1,556
213
$64.4K 0.01%
+152
214
$63.2K 0.01%
+725
215
$63K 0.01%
+239
216
$62.9K 0.01%
+326
217
$62.8K 0.01%
+1,880
218
$62.1K 0.01%
+597
219
$60.6K 0.01%
+2,400
220
$60.5K 0.01%
+2,375
221
$59.9K 0.01%
+1,179
222
$59.1K 0.01%
+363
223
$58.8K 0.01%
+651
224
$58.1K 0.01%
+400
225
$57.8K 0.01%
+804
7 8
9
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