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
826
$4K ﹤0.01%
+100
827
$4K ﹤0.01%
+197
828
$4K ﹤0.01%
+37
829
$4K ﹤0.01%
+76
830
$4K ﹤0.01%
+39
831
$4K ﹤0.01%
+145
832
$4K ﹤0.01%
+17
833
$4K ﹤0.01%
+60
834
$4K ﹤0.01%
+69
835
$4K ﹤0.01%
+187
836
$4K ﹤0.01%
+517
837
$4K ﹤0.01%
+407
838
$4K ﹤0.01%
+50
839
$4K ﹤0.01%
+50
840
$4K ﹤0.01%
+66
841
$4K ﹤0.01%
+1,375
842
$4K ﹤0.01%
+44
843
$4K ﹤0.01%
+1,000
844
$4K ﹤0.01%
+466
845
$4K ﹤0.01%
+134
846
$4K ﹤0.01%
+108
847
$3K ﹤0.01%
+46
848
$3K ﹤0.01%
+40
849
$3K ﹤0.01%
+400
850
$3K ﹤0.01%
+134
32 33
34
35 36