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
276
$47K 0.04%
+1,660
277
$46K 0.04%
+409
278
$46K 0.04%
+1,465
279
$46K 0.04%
+515
280
$46K 0.04%
+1,115
281
$46K 0.04%
+1,360
282
$45K 0.04%
+2,540
283
$45K 0.04%
+2,459
284
$45K 0.04%
+365
285
$44K 0.04%
+507
286
$44K 0.04%
+503
287
$44K 0.04%
+794
288
$44K 0.04%
+286
289
$44K 0.04%
+12
290
$43K 0.04%
+420
291
$43K 0.04%
+1,080
292
$43K 0.04%
+847
293
$43K 0.04%
+2,072
294
$42K 0.04%
+546
295
$42K 0.04%
+498
296
$42K 0.04%
+786
297
$42K 0.04%
+258
298
$42K 0.04%
+1,450
299
$42K 0.04%
+661
300
$42K 0.04%
+1,096
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