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
901
$2K ﹤0.01%
+56
902
$2K ﹤0.01%
+35
903
$2K ﹤0.01%
+137
904
$2K ﹤0.01%
+52
905
$2K ﹤0.01%
+10
906
$2K ﹤0.01%
+50
907
$2K ﹤0.01%
+72
908
$2K ﹤0.01%
+174
909
$2K ﹤0.01%
+200
910
$2K ﹤0.01%
+129
911
$2K ﹤0.01%
+815
912
$2K ﹤0.01%
+128
913
$2K ﹤0.01%
+150
914
$2K ﹤0.01%
+13
915
$2K ﹤0.01%
+759
916
$2K ﹤0.01%
+88
917
$2K ﹤0.01%
+40
918
$2K ﹤0.01%
+200
919
$2K ﹤0.01%
+60
920
$2K ﹤0.01%
+150
921
$2K ﹤0.01%
+21
922
$2K ﹤0.01%
+254
923
$2K ﹤0.01%
+40
924
$2K ﹤0.01%
+163
925
$2K ﹤0.01%
+100
35 36
37
38 39