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
151
$176K 0.16%
+4,737
152
$173K 0.16%
+3,687
153
$173K 0.16%
+15,152
154
$172K 0.15%
+5,916
155
$170K 0.15%
+3,180
156
$169K 0.15%
+2,308
157
$166K 0.15%
+5,936
158
$165K 0.15%
+1,868
159
$164K 0.15%
+2,224
160
$163K 0.15%
+2,540
161
$163K 0.15%
+2,091
162
$160K 0.14%
+1,550
163
$159K 0.14%
+6,000
164
$155K 0.14%
+5,051
165
$153K 0.14%
+4,788
166
$153K 0.14%
+3,004
167
$152K 0.14%
+3,945
168
$152K 0.14%
+913
169
$152K 0.14%
+9,329
170
$150K 0.13%
+932
171
$146K 0.13%
+1,332
172
$145K 0.13%
+10,084
173
$144K 0.13%
+2,550
174
$143K 0.13%
+9,455
175
$142K 0.13%
+2,922
5 6
7
8 9