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
501
$17K 0.02%
+314
502
$17K 0.02%
+360
503
$17K 0.02%
+387
504
$17K 0.02%
+872
505
$17K 0.02%
+571
506
$17K 0.02%
+1,016
507
$16K 0.01%
+346
508
$16K 0.01%
+500
509
$16K 0.01%
+442
510
$16K 0.01%
+392
511
$16K 0.01%
+205
512
$16K 0.01%
+700
513
$16K 0.01%
+1,404
514
$16K 0.01%
+149
515
$16K 0.01%
+490
516
$16K 0.01%
+457
517
$16K 0.01%
+445
518
$16K 0.01%
+241
519
$16K 0.01%
+196
520
$16K 0.01%
+100
521
$16K 0.01%
+439
522
$16K 0.01%
+95
523
$15K 0.01%
+545
524
$15K 0.01%
+230
525
$15K 0.01%
+213
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