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
$91.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$3.88M
3
+$3.75M
4
WPC icon
W.P. Carey
WPC
+$2.9M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.76M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 23.35%
2 Consumer Staples 11.32%
3 Energy 8.08%
4 Healthcare 7.77%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$37K 0.04%
+2,547
277
$37K 0.04%
+250
278
$36K 0.04%
+1,750
279
$36K 0.04%
+819
280
$36K 0.04%
+1,106
281
$36K 0.04%
+487
282
$35K 0.04%
+912
283
$35K 0.04%
+452
284
$35K 0.04%
+163
285
$35K 0.04%
+723
286
$34K 0.04%
+2,365
287
$34K 0.04%
+598
288
$34K 0.04%
+2,000
289
$34K 0.04%
+455
290
$34K 0.04%
+479
291
$33K 0.04%
+1,175
292
$33K 0.04%
+940
293
$33K 0.04%
+2,551
294
$33K 0.04%
+375
295
$33K 0.04%
+1,800
296
$33K 0.04%
+442
297
$33K 0.04%
+17,420
298
$32K 0.04%
+2,300
299
$32K 0.04%
+500
300
$31K 0.03%
+510
10 11
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