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
876
$3K ﹤0.01%
+70
877
$3K ﹤0.01%
+80
878
$3K ﹤0.01%
+102
879
$3K ﹤0.01%
+200
880
$2K ﹤0.01%
+200
881
$2K ﹤0.01%
+24
882
$2K ﹤0.01%
+137
883
$2K ﹤0.01%
+52
884
$2K ﹤0.01%
+10
885
$2K ﹤0.01%
+50
886
$2K ﹤0.01%
+72
887
$2K ﹤0.01%
+174
888
$2K ﹤0.01%
+129
889
$2K ﹤0.01%
+815
890
$2K ﹤0.01%
+128
891
$2K ﹤0.01%
+100
892
$2K ﹤0.01%
+65
893
$2K ﹤0.01%
+100
894
$2K ﹤0.01%
+39
895
$2K ﹤0.01%
+117
896
$2K ﹤0.01%
+53
897
$2K ﹤0.01%
+42
898
$2K ﹤0.01%
+175
899
$2K ﹤0.01%
+29
900
$2K ﹤0.01%
+38
34 35
36
37 38