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
626
$1K ﹤0.01%
+69
627
$1K ﹤0.01%
+229
628
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+100
629
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630
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631
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632
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633
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634
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635
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636
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637
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638
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640
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641
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642
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+824
643
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+759
644
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+12
645
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+623
646
$1K ﹤0.01%
+53
647
$1K ﹤0.01%
+22
648
$1K ﹤0.01%
+73
649
$0 ﹤0.01%
+30
650
$0 ﹤0.01%
+8
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