BIG
Bellwether Investment Group Portfolio holdings
AUM
$24.9M
1-Year Return
22.06%
This Quarter Return
+2.92%
1 Year Return
+22.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.68%
Holding
1,015
New
1,010
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Rithm Capital
RITM
|
$5.6M |
| 2 |
MFA
MFA Financial
MFA
|
$4.57M |
| 3 |
Altria Group
MO
|
$4.42M |
| 4 |
W.P. Carey
WPC
|
$3M |
| 5 |
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% |
