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
51
$512K 0.46%
+3,229
52
$511K 0.46%
+9,099
53
$505K 0.45%
+22,848
54
$502K 0.45%
+6,688
55
$497K 0.45%
+40,806
56
$494K 0.44%
+12,947
57
$490K 0.44%
+3,636
58
$485K 0.44%
+12,245
59
$485K 0.44%
+5,226
60
$484K 0.44%
+6,061
61
$481K 0.43%
+10,040
62
$480K 0.43%
+8,865
63
$479K 0.43%
+29,012
64
$479K 0.43%
+1,918
65
$465K 0.42%
+17,380
66
$462K 0.42%
+7,477
67
$461K 0.41%
+7,896
68
$461K 0.41%
+10,298
69
$457K 0.41%
+7,155
70
$453K 0.41%
+13,783
71
$451K 0.41%
+9,258
72
$449K 0.4%
+3,007
73
$436K 0.39%
+3,825
74
$436K 0.39%
+8,275
75
$424K 0.38%
+4,184
1 2
3
4 5