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
351
$32K 0.03%
+308
352
$32K 0.03%
+1,169
353
$32K 0.03%
+459
354
$32K 0.03%
+276
355
$31K 0.03%
+2,000
356
$31K 0.03%
+448
357
$31K 0.03%
+184
358
$30K 0.03%
+377
359
$29K 0.03%
+218
360
$29K 0.03%
+500
361
$29K 0.03%
+510
362
$29K 0.03%
+344
363
$29K 0.03%
+8,000
364
$28K 0.03%
+330
365
$28K 0.03%
+241
366
$28K 0.03%
+1,150
367
$28K 0.03%
+230
368
$28K 0.03%
+155
369
$27K 0.02%
+569
370
$27K 0.02%
+405
371
$27K 0.02%
+728
372
$27K 0.02%
+397
373
$27K 0.02%
+327
374
$27K 0.02%
+233
375
$26K 0.02%
+255
13 14
15
16 17