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
626
$11K 0.01%
+257
627
$11K 0.01%
+61
628
$11K 0.01%
+212
629
$10K 0.01%
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630
$10K 0.01%
+482
631
$10K 0.01%
+611
632
$10K 0.01%
+130
633
$10K 0.01%
+310
634
$10K 0.01%
+569
635
$10K 0.01%
+130
636
$10K 0.01%
+122
637
$10K 0.01%
+73
638
$10K 0.01%
+134
639
$10K 0.01%
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640
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+474
641
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642
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643
$10K 0.01%
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644
$10K 0.01%
+500
645
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646
$10K 0.01%
+210
647
$10K 0.01%
+117
648
$10K 0.01%
+155
649
$10K 0.01%
+142
650
$10K 0.01%
+122
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