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
801
$5K ﹤0.01%
+200
802
$5K ﹤0.01%
+426
803
$5K ﹤0.01%
+41
804
$5K ﹤0.01%
+59
805
$5K ﹤0.01%
+258
806
$5K ﹤0.01%
+3,000
807
$5K ﹤0.01%
+508
808
$5K ﹤0.01%
+348
809
$5K ﹤0.01%
+122
810
$4K ﹤0.01%
+145
811
$4K ﹤0.01%
+17
812
$4K ﹤0.01%
+60
813
$4K ﹤0.01%
+69
814
$4K ﹤0.01%
+187
815
$4K ﹤0.01%
+517
816
$4K ﹤0.01%
+407
817
$4K ﹤0.01%
+43
818
$4K ﹤0.01%
+232
819
$4K ﹤0.01%
+39
820
$4K ﹤0.01%
+130
821
$4K ﹤0.01%
+85
822
$4K ﹤0.01%
+99
823
$4K ﹤0.01%
+62
824
$4K ﹤0.01%
+35
825
$4K ﹤0.01%
+155
31 32
33
34 35