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
351
$16K 0.02%
+141
352
$16K 0.02%
+593
353
$16K 0.02%
+180
354
$16K 0.02%
+2,140
355
$16K 0.02%
+30,478
356
$15K 0.02%
+154
357
$15K 0.02%
+163
358
$15K 0.02%
+157
359
$15K 0.02%
+188
360
$15K 0.02%
+100
361
$15K 0.02%
+921
362
$15K 0.02%
+17
363
$15K 0.02%
+959
364
$14K 0.02%
+156
365
$14K 0.02%
+205
366
$14K 0.02%
+206
367
$14K 0.02%
+210
368
$13K 0.01%
+274
369
$13K 0.01%
+370
370
$13K 0.01%
+1,200
371
$13K 0.01%
+223
372
$13K 0.01%
+550
373
$13K 0.01%
+402
374
$13K 0.01%
+472
375
$13K 0.01%
+230