BIG

Bellwether Investment Group Portfolio holdings

AUM $24.9M
1-Year Est. Return 22.06%
This Fund
S&P 500
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
+$5.27M
2
+$4.49M
3
+$4.21M
4
WPC icon
W.P. Carey
WPC
+$3.03M
5
LAMR icon
Lamar Advertising Co
LAMR
+$2.12M

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
776
$5K ﹤0.01%
+319
777
$5K ﹤0.01%
+131
778
$5K ﹤0.01%
+500
779
$5K ﹤0.01%
+377
780
$5K ﹤0.01%
+239
781
$5K ﹤0.01%
+129
782
$5K ﹤0.01%
+255
783
$5K ﹤0.01%
+130
784
$5K ﹤0.01%
+924
785
$5K ﹤0.01%
+175
786
$5K ﹤0.01%
+130
787
$5K ﹤0.01%
+210
788
$5K ﹤0.01%
+127
789
$5K ﹤0.01%
+192
790
$5K ﹤0.01%
+100
791
$5K ﹤0.01%
+168
792
$5K ﹤0.01%
+65
793
$5K ﹤0.01%
+50
794
$5K ﹤0.01%
+387
795
$5K ﹤0.01%
+100
796
$5K ﹤0.01%
+91
797
$5K ﹤0.01%
+345
798
$5K ﹤0.01%
+187
799
$5K ﹤0.01%
+290
800
$5K ﹤0.01%
+90
30 31
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