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
$147M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.42M
3
+$1.9M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.54M

Top Sells

1
+$339K
2
+$285K
3
+$259K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$203K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$138K

Sector Composition

1 Technology 10.56%
2 Industrials 6.8%
3 Healthcare 6.46%
4 Financials 5.4%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.92%
12,443
+5,075
27
$1.34M 0.91%
32,896
+22,012
28
$1.32M 0.9%
6,169
+1,165
29
$1.27M 0.87%
37,850
+30,715
30
$1.27M 0.86%
+8,672
31
$1.26M 0.86%
12,595
+709
32
$1.2M 0.82%
23,280
+15,840
33
$1.12M 0.76%
10,188
+6,410
34
$1.09M 0.74%
38,015
+493
35
$1.08M 0.74%
18,420
36
$1.07M 0.73%
23,465
+8,630
37
$1.07M 0.73%
6,984
+77
38
$1.05M 0.72%
36,525
+19,770
39
$1.03M 0.7%
8,415
+670
40
$991K 0.67%
57,368
+3,704
41
$990K 0.67%
4,483
-231
42
$975K 0.66%
6,423
+160
43
$959K 0.65%
11,090
+15
44
$939K 0.64%
88,356
-2,868
45
$907K 0.62%
7,954
+4,718
46
$906K 0.62%
+7,572
47
$864K 0.59%
+21,310
48
$860K 0.58%
+5,492
49
$802K 0.54%
15,460
+1,980
50
$797K 0.54%
11,993
-175
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