BIG
Bellwether Investment Group Portfolio holdings
AUM
$24.9M
1-Year Return
22.06%
This Quarter Return
+5.44%
1 Year Return
+22.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$37.9M
AUM Growth
-$73.3M
(-66%)
Cap. Flow
-$76.9M
Cap. Flow
% of AUM
-202.56%
Top 10 Holdings %
Top 10 Hldgs %
16.78%
Holding
1,056
New
41
Increased
137
Reduced
374
Closed
256
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
+$531K |
| 2 |
Campbell Soup
CPB
|
+$511K |
| 3 |
First Trust Nasdaq Bank ETF
FTXO
|
+$453K |
| 4 |
FTAI Aviation
FTAI
|
+$157K |
| 5 |
DWIN
Invesco DWA Tactical Multi-Asset Income ETF
DWIN
|
+$138K |
Top Sells
| 1 |
Rithm Capital
RITM
|
+$5.6M |
| 2 |
MFA
MFA Financial
MFA
|
+$4.9M |
| 3 |
Altria Group
MO
|
+$4.36M |
| 4 |
W.P. Carey
WPC
|
+$3M |
| 5 |
Lamar Advertising Co
LAMR
|
+$2.45M |
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Healthcare | 12.87% |
| 3 | Financials | 9.47% |
| 4 | Consumer Discretionary | 8.94% |
| 5 | Consumer Staples | 8.2% |
