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
326
$21K 0.02%
+528
327
$21K 0.02%
+516
328
$21K 0.02%
+200
329
$21K 0.02%
+907
330
$20K 0.02%
+25
331
$20K 0.02%
+3,598
332
$20K 0.02%
+176
333
$20K 0.02%
+432
334
$20K 0.02%
+321
335
$19K 0.02%
+200
336
$18K 0.02%
+432
337
$18K 0.02%
+1,700
338
$18K 0.02%
+150
339
$18K 0.02%
+700
340
$18K 0.02%
+1,275
341
$18K 0.02%
+330
342
$18K 0.02%
+344
343
$17K 0.02%
+767
344
$17K 0.02%
+397
345
$17K 0.02%
+700
346
$17K 0.02%
+1,970
347
$17K 0.02%
+148
348
$17K 0.02%
+74
349
$17K 0.02%
+552
350
$17K 0.02%
+1,001