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
101
$295K 0.27%
+8,191
102
$293K 0.26%
+15,810
103
$286K 0.26%
+5,193
104
$270K 0.24%
+5,140
105
$268K 0.24%
+3,880
106
$268K 0.24%
+2,323
107
$266K 0.24%
+5,082
108
$261K 0.23%
+3,038
109
$253K 0.23%
+31,608
110
$253K 0.23%
+3,465
111
$244K 0.22%
+5,000
112
$243K 0.22%
+1,080
113
$243K 0.22%
+11,741
114
$240K 0.22%
+1,203
115
$236K 0.21%
+12,010
116
$236K 0.21%
+7,835
117
$235K 0.21%
+2,801
118
$231K 0.21%
+3,182
119
$228K 0.2%
+2,783
120
$227K 0.2%
+2,879
121
$225K 0.2%
+5,353
122
$223K 0.2%
+5,098
123
$222K 0.2%
+5,810
124
$221K 0.2%
+1,809
125
$220K 0.2%
+7,069
3 4
5
6 7