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
926
$2K ﹤0.01%
+53
927
$2K ﹤0.01%
+90
928
$2K ﹤0.01%
+293
929
$2K ﹤0.01%
+183
930
$2K ﹤0.01%
+100
931
$2K ﹤0.01%
+62
932
$1K ﹤0.01%
+8
933
$1K ﹤0.01%
+27
934
$1K ﹤0.01%
+36
935
$1K ﹤0.01%
+22
936
$1K ﹤0.01%
+70
937
$1K ﹤0.01%
+54
938
$1K ﹤0.01%
+69
939
$1K ﹤0.01%
+20
940
$1K ﹤0.01%
+60
941
$1K ﹤0.01%
+43
942
$1K ﹤0.01%
+43
943
$1K ﹤0.01%
+323
944
$1K ﹤0.01%
+65
945
$1K ﹤0.01%
+10
946
$1K ﹤0.01%
+168
947
$1K ﹤0.01%
+65
948
$1K ﹤0.01%
+282
949
$1K ﹤0.01%
+25
950
$1K ﹤0.01%
+100
36 37
38
39 40