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
$91.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$3.88M
3
+$3.75M
4
WPC icon
W.P. Carey
WPC
+$2.9M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.76M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 23.35%
2 Consumer Staples 11.32%
3 Energy 8.08%
4 Healthcare 7.77%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
+97
577
$2K ﹤0.01%
+40
578
$2K ﹤0.01%
+163
579
$2K ﹤0.01%
+55
580
$2K ﹤0.01%
+39
581
$2K ﹤0.01%
+129
582
$2K ﹤0.01%
+898
583
$2K ﹤0.01%
+150
584
$2K ﹤0.01%
+27
585
$2K ﹤0.01%
+161
586
$2K ﹤0.01%
+250
587
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+800
588
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+200
589
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+250
590
$2K ﹤0.01%
+117
591
$2K ﹤0.01%
+52
592
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+25
593
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594
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+60
595
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+61
596
$2K ﹤0.01%
+100
597
$2K ﹤0.01%
+56
598
$2K ﹤0.01%
+50
599
$2K ﹤0.01%
+20
600
$2K ﹤0.01%
+153
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