BIG

Bellwether Investment Group Portfolio holdings

AUM $24.9M
1-Year Est. Return 22.06%
This Fund
S&P 500
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
+$5.27M
2
+$4.49M
3
+$4.21M
4
WPC icon
W.P. Carey
WPC
+$3.03M
5
LAMR icon
Lamar Advertising Co
LAMR
+$2.12M

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
526
$15K 0.01%
+199
527
$15K 0.01%
+291
528
$15K 0.01%
+1,223
529
$15K 0.01%
+395
530
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+545
531
$15K 0.01%
+230
532
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533
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+227
534
$15K 0.01%
+17
535
$15K 0.01%
+35
536
$15K 0.01%
+638
537
$15K 0.01%
+1,908
538
$15K 0.01%
+258
539
$15K 0.01%
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540
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+441
541
$15K 0.01%
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542
$15K 0.01%
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543
$15K 0.01%
+951
544
$15K 0.01%
+997
545
$15K 0.01%
+455
546
$15K 0.01%
+562
547
$15K 0.01%
+550
548
$14K 0.01%
+540
549
$14K 0.01%
+80
550
$14K 0.01%
+166
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