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
1001
$0 ﹤0.01%
+20
1002
$0 ﹤0.01%
+161
1003
$0 ﹤0.01%
+10
1004
$0 ﹤0.01%
+1
1005
$0 ﹤0.01%
+350
1006
$0 ﹤0.01%
+1
1007
0
1008
$0 ﹤0.01%
+194
1009
0
1010
$0 ﹤0.01%
+1,061
1011
$0 ﹤0.01%
+8
1012
$0 ﹤0.01%
+11
1013
$0 ﹤0.01%
+279
1014
$0 ﹤0.01%
+73