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
301
$41K 0.04%
+28
302
$41K 0.04%
+623
303
$41K 0.04%
+920
304
$40K 0.04%
+400
305
$40K 0.04%
+361
306
$40K 0.04%
+418
307
$39K 0.04%
+870
308
$39K 0.04%
+412
309
$39K 0.04%
+819
310
$39K 0.04%
+2,885
311
$39K 0.04%
+2,910
312
$39K 0.04%
+372
313
$38K 0.03%
+371
314
$38K 0.03%
+365
315
$38K 0.03%
+281
316
$38K 0.03%
+912
317
$38K 0.03%
+1,179
318
$38K 0.03%
+437
319
$37K 0.03%
+201
320
$37K 0.03%
+456
321
$37K 0.03%
+761
322
$37K 0.03%
+1,937
323
$37K 0.03%
+2,084
324
$37K 0.03%
+291
325
$37K 0.03%
+636
11 12
13
14 15