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
576
$13K 0.01%
+750
577
$13K 0.01%
+710
578
$13K 0.01%
+356
579
$12K 0.01%
+166
580
$12K 0.01%
+128
581
$12K 0.01%
+322
582
$12K 0.01%
+1,146
583
$12K 0.01%
+73
584
$12K 0.01%
+393
585
$12K 0.01%
+218
586
$12K 0.01%
+763
587
$12K 0.01%
+260
588
$12K 0.01%
+86
589
$12K 0.01%
+352
590
$12K 0.01%
+266
591
$12K 0.01%
+200
592
$12K 0.01%
+138
593
$12K 0.01%
+960
594
$12K 0.01%
+223
595
$12K 0.01%
+240
596
$12K 0.01%
+328
597
$12K 0.01%
+203
598
$12K 0.01%
+638
599
$12K 0.01%
+1,800
600
$12K 0.01%
+135
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