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
$91.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1 +$4.58M
2 +$3.88M
3 +$3.75M
4
WPC icon
W.P. Carey
WPC
+$2.9M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.76M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 23.35%
2 Consumer Staples 11.32%
3 Energy 8.08%
4 Healthcare 7.77%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$74K 0.08%
+1,265
202
$72K 0.08%
+5,715
203
$71K 0.08%
+453
204
$71K 0.08%
+1,238
205
$70K 0.08%
+611
206
$69K 0.08%
+541
207
$69K 0.08%
+2,664
208
$68K 0.07%
+976
209
$68K 0.07%
+1,599
210
$68K 0.07%
+1,616
211
$66K 0.07%
+1,598
212
$66K 0.07%
+2,556
213
$66K 0.07%
+891
214
$65K 0.07%
+1,324
215
$65K 0.07%
+607
216
$64K 0.07%
+2,126
217
$63K 0.07%
+708
218
$62K 0.07%
+925
219
$62K 0.07%
+1,860
220
$62K 0.07%
+1,294
221
$61K 0.07%
+2,332
222
$60K 0.07%
+395
223
$60K 0.07%
+504
224
$60K 0.07%
+1,950
225
$57K 0.06%
+2,064