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%
+65
881
$2K ﹤0.01%
+100
882
$2K ﹤0.01%
+39
883
$2K ﹤0.01%
+117
884
$2K ﹤0.01%
+53
885
$2K ﹤0.01%
+42
886
$2K ﹤0.01%
+24
887
$2K ﹤0.01%
+175
888
$2K ﹤0.01%
+29
889
$2K ﹤0.01%
+38
890
$2K ﹤0.01%
+415
891
$2K ﹤0.01%
+68
892
$2K ﹤0.01%
+105
893
$2K ﹤0.01%
+14
894
$2K ﹤0.01%
+23
895
$2K ﹤0.01%
+38
896
$2K ﹤0.01%
+68
897
$2K ﹤0.01%
+83
898
$2K ﹤0.01%
+54
899
$2K ﹤0.01%
+23
900
$2K ﹤0.01%
+98
34 35
36
37 38