BIG

Bellwether Investment Group Portfolio holdings

AUM $24.9M
1-Year Est. Return 22.06%
This Fund
S&P 500
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 +$5.27M
2 +$4.49M
3 +$4.21M
4
WPC icon
W.P. Carey
WPC
+$3.03M
5
LAMR icon
Lamar Advertising Co
LAMR
+$2.12M

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
1001
$0 ﹤0.01%
+3
1002
$0 ﹤0.01%
+30
1003
$0 ﹤0.01%
+20
1004
$0 ﹤0.01%
+161
1005
$0 ﹤0.01%
+10
1006
$0 ﹤0.01%
+1
1007
$0 ﹤0.01%
+350
1008
$0 ﹤0.01%
+1
1009
0
1010
$0 ﹤0.01%
+194
1011
0
1012
$0 ﹤0.01%
+1,061
1013
$0 ﹤0.01%
+279
1014
$0 ﹤0.01%
+73