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
951
$1K ﹤0.01%
+10
952
$1K ﹤0.01%
+72
953
$1K ﹤0.01%
+34
954
$1K ﹤0.01%
+65
955
$1K ﹤0.01%
+103
956
$1K ﹤0.01%
+56
957
$1K ﹤0.01%
+65
958
$1K ﹤0.01%
+50
959
$1K ﹤0.01%
+24
960
$1K ﹤0.01%
+100
961
$1K ﹤0.01%
+23
962
$1K ﹤0.01%
+153
963
$1K ﹤0.01%
+10
964
$1K ﹤0.01%
+200
965
$1K ﹤0.01%
+130
966
$1K ﹤0.01%
+89
967
$1K ﹤0.01%
+37
968
$1K ﹤0.01%
+74
969
$1K ﹤0.01%
+623
970
$1K ﹤0.01%
+55
971
$1K ﹤0.01%
+24
972
$1K ﹤0.01%
+74
973
$1K ﹤0.01%
+22
974
$0 ﹤0.01%
+50
975
$0 ﹤0.01%
+8
37 38
39
40 41