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
251
$59K 0.05%
+3,120
252
$58K 0.05%
+687
253
$57K 0.05%
+240
254
$57K 0.05%
+1,190
255
$56K 0.05%
+925
256
$55K 0.05%
+465
257
$55K 0.05%
+733
258
$54K 0.05%
+786
259
$54K 0.05%
+1,013
260
$53K 0.05%
+785
261
$53K 0.05%
+923
262
$52K 0.05%
+1,595
263
$52K 0.05%
+8,274
264
$52K 0.05%
+1,587
265
$52K 0.05%
+747
266
$51K 0.05%
+329
267
$51K 0.05%
+742
268
$51K 0.05%
+221
269
$51K 0.05%
+399
270
$50K 0.04%
+2,455
271
$50K 0.04%
+887
272
$49K 0.04%
+1,355
273
$48K 0.04%
+4,250
274
$47K 0.04%
+293
275
$47K 0.04%
+2,547