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
401
$24K 0.02%
+628
402
$24K 0.02%
+205
403
$24K 0.02%
+1,650
404
$24K 0.02%
+200
405
$24K 0.02%
+1,339
406
$23K 0.02%
+208
407
$23K 0.02%
+296
408
$23K 0.02%
+390
409
$23K 0.02%
+549
410
$23K 0.02%
+674
411
$23K 0.02%
+436
412
$23K 0.02%
+98
413
$23K 0.02%
+760
414
$23K 0.02%
+284
415
$23K 0.02%
+457
416
$23K 0.02%
+473
417
$23K 0.02%
+356
418
$23K 0.02%
+407
419
$23K 0.02%
+374
420
$22K 0.02%
+693
421
$22K 0.02%
+285
422
$22K 0.02%
+416
423
$22K 0.02%
+244
424
$22K 0.02%
+560
425
$22K 0.02%
+634