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
576
$13K 0.01%
+1,000
577
$13K 0.01%
+215
578
$13K 0.01%
+587
579
$12K 0.01%
+128
580
$12K 0.01%
+763
581
$12K 0.01%
+260
582
$12K 0.01%
+364
583
$12K 0.01%
+150
584
$12K 0.01%
+166
585
$12K 0.01%
+322
586
$12K 0.01%
+1,146
587
$12K 0.01%
+73
588
$12K 0.01%
+393
589
$12K 0.01%
+218
590
$12K 0.01%
+86
591
$12K 0.01%
+352
592
$12K 0.01%
+266
593
$12K 0.01%
+200
594
$12K 0.01%
+138
595
$12K 0.01%
+960
596
$12K 0.01%
+223
597
$12K 0.01%
+240
598
$12K 0.01%
+164
599
$12K 0.01%
+203
600
$12K 0.01%
+638
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