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
376
$13K 0.01%
+231
377
$12K 0.01%
+500
378
$12K 0.01%
+135
379
$12K 0.01%
+135
380
$12K 0.01%
+378
381
$12K 0.01%
+448
382
$12K 0.01%
+200
383
$12K 0.01%
+250
384
$12K 0.01%
+350
385
$12K 0.01%
+48
386
$12K 0.01%
+172
387
$12K 0.01%
+50
388
$12K 0.01%
+100
389
$12K 0.01%
+80
390
$12K 0.01%
+280
391
$12K 0.01%
+364
392
$11K 0.01%
+1,428
393
$11K 0.01%
+222
394
$11K 0.01%
+750
395
$11K 0.01%
+487
396
$11K 0.01%
+300
397
$11K 0.01%
+50
398
$11K 0.01%
+838
399
$11K 0.01%
+224
400
$11K 0.01%
+200
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