BIA

Bigelow Investment Advisors Portfolio holdings

AUM $227M
1-Year Est. Return 13.46%
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.84M
3
+$5.56M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 5.68%
2 Industrials 4.68%
3 Financials 3.45%
4 Technology 3.11%
5 Consumer Staples 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$955K 0.95%
+6,263
27
$936K 0.93%
+53,664
28
$909K 0.91%
+42,400
29
$884K 0.88%
+7,368
30
$799K 0.8%
+9,556
31
$792K 0.79%
+4,178
32
$789K 0.79%
+6,621
33
$778K 0.78%
+9,693
34
$761K 0.76%
+12,168
35
$754K 0.75%
+5,204
36
$743K 0.74%
+43,600
37
$729K 0.73%
+6,978
38
$710K 0.71%
+13,480
39
$701K 0.7%
+14,835
40
$676K 0.67%
+8,804
41
$673K 0.67%
+24,276
42
$669K 0.67%
+15,808
43
$665K 0.66%
+3,357
44
$663K 0.66%
+5,815
45
$659K 0.66%
+4,225
46
$644K 0.64%
+4,413
47
$624K 0.62%
+4,192
48
$612K 0.61%
+15,991
49
$592K 0.59%
+15,100
50
$574K 0.57%
+4,276
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