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
651
$10K 0.01%
+250
652
$10K 0.01%
+151
653
$10K 0.01%
+194
654
$9K 0.01%
+60
655
$9K 0.01%
+38
656
$9K 0.01%
+1,367
657
$9K 0.01%
+143
658
$9K 0.01%
+409
659
$9K 0.01%
+225
660
$9K 0.01%
+150
661
$9K 0.01%
+76
662
$9K 0.01%
+155
663
$9K 0.01%
+121
664
$9K 0.01%
+81
665
$9K 0.01%
+93
666
$9K 0.01%
+200
667
$9K 0.01%
+168
668
$9K 0.01%
+225
669
$9K 0.01%
+325
670
$9K 0.01%
+102
671
$9K 0.01%
+102
672
$9K 0.01%
+260
673
$9K 0.01%
+59
674
$9K 0.01%
+69
675
$9K 0.01%
+187