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%
+40
577
$2K ﹤0.01%
+163
578
$2K ﹤0.01%
+55
579
$2K ﹤0.01%
+39
580
$2K ﹤0.01%
+56
581
$2K ﹤0.01%
+50
582
$2K ﹤0.01%
+20
583
$2K ﹤0.01%
+153
584
$2K ﹤0.01%
+129
585
$2K ﹤0.01%
+898
586
$2K ﹤0.01%
+150
587
$2K ﹤0.01%
+27
588
$2K ﹤0.01%
+161
589
$2K ﹤0.01%
+250
590
$2K ﹤0.01%
+800
591
$2K ﹤0.01%
+200
592
$2K ﹤0.01%
+250
593
$2K ﹤0.01%
+100
594
$2K ﹤0.01%
+75
595
$2K ﹤0.01%
+80
596
$2K ﹤0.01%
+200
597
$2K ﹤0.01%
+82
598
$2K ﹤0.01%
+61
599
$2K ﹤0.01%
+100
600
$2K ﹤0.01%
+117
22 23
24
25 26