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
601
$12K 0.01%
+1,800
602
$12K 0.01%
+135
603
$11K 0.01%
+257
604
$11K 0.01%
+61
605
$11K 0.01%
+262
606
$11K 0.01%
+205
607
$11K 0.01%
+90
608
$11K 0.01%
+380
609
$11K 0.01%
+116
610
$11K 0.01%
+212
611
$11K 0.01%
+1,028
612
$11K 0.01%
+448
613
$11K 0.01%
+222
614
$11K 0.01%
+224
615
$11K 0.01%
+1,128
616
$11K 0.01%
+122
617
$11K 0.01%
+203
618
$11K 0.01%
+250
619
$11K 0.01%
+48
620
$11K 0.01%
+329
621
$11K 0.01%
+31
622
$11K 0.01%
+399
623
$11K 0.01%
+331
624
$11K 0.01%
+298
625
$11K 0.01%
+700
23 24
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