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
551
$14K 0.01%
+261
552
$14K 0.01%
+203
553
$14K 0.01%
+125
554
$14K 0.01%
+353
555
$14K 0.01%
+1,200
556
$14K 0.01%
+378
557
$14K 0.01%
+402
558
$14K 0.01%
+566
559
$14K 0.01%
+154
560
$14K 0.01%
+488
561
$14K 0.01%
+552
562
$14K 0.01%
+138
563
$14K 0.01%
+14
564
$13K 0.01%
+197
565
$13K 0.01%
+450
566
$13K 0.01%
+223
567
$13K 0.01%
+476
568
$13K 0.01%
+406
569
$13K 0.01%
+4,086
570
$13K 0.01%
+37
571
$13K 0.01%
+1,000
572
$13K 0.01%
+215
573
$13K 0.01%
+587
574
$13K 0.01%
+100
575
$13K 0.01%
+540
21 22
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