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
201
$101K 0.09%
+1,848
202
$98K 0.09%
+2,725
203
$97K 0.09%
+5,672
204
$96K 0.09%
+788
205
$95K 0.09%
+2,249
206
$95K 0.09%
+2,289
207
$94K 0.08%
+2,119
208
$94K 0.08%
+12,212
209
$94K 0.08%
+787
210
$93K 0.08%
+1,250
211
$92K 0.08%
+3,088
212
$90K 0.08%
+4,512
213
$90K 0.08%
+669
214
$90K 0.08%
+2,809
215
$90K 0.08%
+937
216
$89K 0.08%
+15,900
217
$86K 0.08%
+1,752
218
$85K 0.08%
+2,745
219
$82K 0.07%
+1,632
220
$82K 0.07%
+3,476
221
$82K 0.07%
+1,300
222
$81K 0.07%
+5,982
223
$80K 0.07%
+1,106
224
$80K 0.07%
+2,883
225
$80K 0.07%
+1,605