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%
+201
627
$11K 0.01%
+102
628
$11K 0.01%
+487
629
$10K 0.01%
+151
630
$10K 0.01%
+149
631
$10K 0.01%
+482
632
$10K 0.01%
+611
633
$10K 0.01%
+130
634
$10K 0.01%
+310
635
$10K 0.01%
+569
636
$10K 0.01%
+130
637
$10K 0.01%
+122
638
$10K 0.01%
+73
639
$10K 0.01%
+134
640
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641
$10K 0.01%
+474
642
$10K 0.01%
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643
$10K 0.01%
+192
644
$10K 0.01%
+101
645
$10K 0.01%
+500
646
$10K 0.01%
+59
647
$10K 0.01%
+210
648
$10K 0.01%
+117
649
$10K 0.01%
+155
650
$10K 0.01%
+142
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