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
376
$26K 0.02%
+314
377
$26K 0.02%
+396
378
$26K 0.02%
+226
379
$26K 0.02%
+261
380
$26K 0.02%
+1,319
381
$26K 0.02%
+1,223
382
$26K 0.02%
+3,625
383
$26K 0.02%
+316
384
$25K 0.02%
+527
385
$25K 0.02%
+815
386
$25K 0.02%
+800
387
$25K 0.02%
+443
388
$25K 0.02%
+483
389
$25K 0.02%
+206
390
$25K 0.02%
+339
391
$25K 0.02%
+410
392
$25K 0.02%
+875
393
$24K 0.02%
+3,685
394
$24K 0.02%
+85
395
$24K 0.02%
+744
396
$24K 0.02%
+201
397
$24K 0.02%
+758
398
$24K 0.02%
+213
399
$24K 0.02%
+2,700
400
$24K 0.02%
+351
14 15
16
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