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
76
$420K 0.38%
+5,670
77
$412K 0.37%
+36,622
78
$409K 0.37%
+1,832
79
$398K 0.36%
+5,552
80
$391K 0.35%
+3,216
81
$388K 0.35%
+5,440
82
$383K 0.34%
+5,708
83
$381K 0.34%
+21,020
84
$374K 0.34%
+2,045
85
$357K 0.32%
+13,216
86
$338K 0.3%
+2,843
87
$337K 0.3%
+29,294
88
$333K 0.3%
+4,684
89
$331K 0.3%
+7,245
90
$330K 0.3%
+33,694
91
$327K 0.29%
+17,225
92
$318K 0.29%
+4,382
93
$317K 0.28%
+3,033
94
$315K 0.28%
+9,030
95
$309K 0.28%
+8,240
96
$309K 0.28%
+2,605
97
$305K 0.27%
+1,487
98
$304K 0.27%
+2,918
99
$299K 0.27%
+15,758
100
$299K 0.27%
+24,291
2 3
4
5 6