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
776
$5K ﹤0.01%
+924
777
$5K ﹤0.01%
+175
778
$5K ﹤0.01%
+130
779
$5K ﹤0.01%
+210
780
$5K ﹤0.01%
+127
781
$5K ﹤0.01%
+192
782
$5K ﹤0.01%
+100
783
$5K ﹤0.01%
+168
784
$5K ﹤0.01%
+65
785
$5K ﹤0.01%
+50
786
$5K ﹤0.01%
+387
787
$5K ﹤0.01%
+100
788
$5K ﹤0.01%
+91
789
$5K ﹤0.01%
+345
790
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+187
791
$5K ﹤0.01%
+290
792
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+90
793
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+200
794
$5K ﹤0.01%
+426
795
$5K ﹤0.01%
+41
796
$5K ﹤0.01%
+59
797
$5K ﹤0.01%
+258
798
$5K ﹤0.01%
+3,000
799
$5K ﹤0.01%
+508
800
$5K ﹤0.01%
+348