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
326
$37K 0.03%
+918
327
$37K 0.03%
+479
328
$36K 0.03%
+1,541
329
$36K 0.03%
+543
330
$36K 0.03%
+1,031
331
$36K 0.03%
+1,629
332
$36K 0.03%
+2,350
333
$36K 0.03%
+938
334
$36K 0.03%
+375
335
$36K 0.03%
+1,300
336
$35K 0.03%
+510
337
$35K 0.03%
+234
338
$35K 0.03%
+1,143
339
$34K 0.03%
+2,500
340
$34K 0.03%
+398
341
$34K 0.03%
+575
342
$34K 0.03%
+462
343
$33K 0.03%
+2,365
344
$33K 0.03%
+979
345
$33K 0.03%
+591
346
$33K 0.03%
+813
347
$33K 0.03%
+159
348
$33K 0.03%
+795
349
$32K 0.03%
+800
350
$32K 0.03%
+1,109
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