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
26
$734K 0.66%
+23,805
27
$718K 0.65%
+4,920
28
$717K 0.64%
+14,569
29
$706K 0.63%
+16,060
30
$703K 0.63%
+16,965
31
$697K 0.63%
+10,734
32
$680K 0.61%
+6,288
33
$671K 0.6%
+26,846
34
$669K 0.6%
+5,681
35
$644K 0.58%
+13,403
36
$642K 0.58%
+9,841
37
$639K 0.57%
+455
38
$597K 0.54%
+25,807
39
$581K 0.52%
+3,564
40
$566K 0.51%
+18,596
41
$560K 0.5%
+28,000
42
$558K 0.5%
+7,730
43
$549K 0.49%
+4,776
44
$547K 0.49%
+7,440
45
$539K 0.48%
+36,143
46
$533K 0.48%
+3,332
47
$528K 0.47%
+9,888
48
$527K 0.47%
+6,792
49
$524K 0.47%
+13,994
50
$514K 0.46%
+14,178
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