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
126
$220K 0.2%
+2,408
127
$218K 0.2%
+4,575
128
$215K 0.19%
+7,124
129
$213K 0.19%
+3,355
130
$211K 0.19%
+8,750
131
$211K 0.19%
+4,724
132
$211K 0.19%
+2,965
133
$208K 0.19%
+13,710
134
$207K 0.19%
+3,484
135
$203K 0.18%
+2,930
136
$203K 0.18%
+8,541
137
$203K 0.18%
+11,753
138
$199K 0.18%
+5,768
139
$193K 0.17%
+35,089
140
$191K 0.17%
+4,729
141
$187K 0.17%
+3,330
142
$185K 0.17%
+2,117
143
$185K 0.17%
+2,853
144
$184K 0.17%
+4,196
145
$184K 0.17%
+2,595
146
$183K 0.16%
+19,449
147
$180K 0.16%
+3,497
148
$177K 0.16%
+1,027
149
$177K 0.16%
+13,795
150
$177K 0.16%
+4,353
4 5
6
7 8