BIG

Bellwether Investment Group Portfolio holdings

AUM $24.9M
1-Year Est. Return 22.06%
This Quarter Est. Return
1 Year Est. Return
+22.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.57M
3
+$4.42M
4
WPC icon
W.P. Carey
WPC
+$3M
5
LAMR icon
Lamar Advertising Co
LAMR
+$2.2M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 24.39%
2 Consumer Staples 10.23%
3 Energy 7.53%
4 Consumer Discretionary 7.17%
5 Financials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$79K 0.07%
+561
227
$77K 0.07%
+1,418
228
$76K 0.07%
+2,556
229
$72K 0.06%
+663
230
$72K 0.06%
+1,448
231
$68K 0.06%
+529
232
$67K 0.06%
+4,596
233
$67K 0.06%
+2,637
234
$66K 0.06%
+1,539
235
$66K 0.06%
+1,500
236
$65K 0.06%
+559
237
$65K 0.06%
+873
238
$65K 0.06%
+1,302
239
$65K 0.06%
+657
240
$64K 0.06%
+1,013
241
$64K 0.06%
+770
242
$62K 0.06%
+711
243
$62K 0.06%
+2,694
244
$62K 0.06%
+1,709
245
$61K 0.05%
+3,644
246
$61K 0.05%
+3,971
247
$61K 0.05%
+1,420
248
$60K 0.05%
+916
249
$59K 0.05%
+1,050
250
$59K 0.05%
+412
8 9
10
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