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
851
$3K ﹤0.01%
+36
852
$3K ﹤0.01%
+67
853
$3K ﹤0.01%
+48
854
$3K ﹤0.01%
+400
855
$3K ﹤0.01%
+100
856
$3K ﹤0.01%
+29
857
$3K ﹤0.01%
+21
858
$3K ﹤0.01%
+35
859
$3K ﹤0.01%
+78
860
$3K ﹤0.01%
+200
861
$3K ﹤0.01%
+41
862
$3K ﹤0.01%
+53
863
$3K ﹤0.01%
+21
864
$3K ﹤0.01%
+38
865
$3K ﹤0.01%
+75
866
$3K ﹤0.01%
+100
867
$3K ﹤0.01%
+225
868
$3K ﹤0.01%
+57
869
$3K ﹤0.01%
+75
870
$3K ﹤0.01%
+100
871
$3K ﹤0.01%
+47
872
$3K ﹤0.01%
+61
873
$3K ﹤0.01%
+44
874
$3K ﹤0.01%
+161
875
$3K ﹤0.01%
+573
33 34
35
36 37