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
176
$142K 0.13%
+1,504
177
$140K 0.13%
+1,882
178
$139K 0.12%
+7,233
179
$131K 0.12%
+1,273
180
$130K 0.12%
+4,277
181
$130K 0.12%
+1,130
182
$129K 0.12%
+1,809
183
$122K 0.11%
+1,405
184
$121K 0.11%
+2,725
185
$117K 0.11%
+2,120
186
$116K 0.1%
+948
187
$115K 0.1%
+1,810
188
$115K 0.1%
+2,033
189
$114K 0.1%
+9,363
190
$110K 0.1%
+1,042
191
$110K 0.1%
+2,840
192
$109K 0.1%
+5,035
193
$106K 0.1%
+1,688
194
$105K 0.09%
+4,284
195
$104K 0.09%
+6,840
196
$104K 0.09%
+560
197
$104K 0.09%
+1,707
198
$103K 0.09%
+1,504
199
$103K 0.09%
+1,300
200
$102K 0.09%
+1,770
6 7
8
9 10