BIG
Bellwether Investment Group Portfolio holdings
AUM
$24.9M
1-Year Return
22.06%
This Quarter Return
+5.89%
1 Year Return
+22.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91.1M
AUM Growth
–
Cap. Flow
+$91.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.92%
Holding
687
New
685
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Altria Group
MO
|
$4.59M |
| 2 |
Rithm Capital
RITM
|
$3.89M |
| 3 |
MFA
MFA Financial
MFA
|
$3.75M |
| 4 |
W.P. Carey
WPC
|
$2.9M |
| 5 |
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% |
