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
476
$19K 0.02%
+310
477
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+225
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$18K 0.02%
+344
479
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+550
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+250
482
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483
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484
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485
$18K 0.02%
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486
$18K 0.02%
+6,640
487
$18K 0.02%
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488
$18K 0.02%
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489
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494
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495
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496
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498
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$17K 0.02%
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500
$17K 0.02%
+287