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
$144M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$831K
3
+$804K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$569K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$437K

Top Sells

1
+$1.6M
2
+$570K
3
+$440K
4
ADP icon
Automatic Data Processing
ADP
+$402K
5
PG icon
Procter & Gamble
PG
+$398K

Sector Composition

1 Technology 10.43%
2 Healthcare 7.7%
3 Industrials 6%
4 Communication Services 4.83%
5 Financials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.91%
32,086
-18
27
$1.28M 0.89%
12,324
-3,824
28
$1.27M 0.88%
26,368
-6,044
29
$1.25M 0.87%
110,436
+7,008
30
$1.22M 0.85%
20,679
-6,641
31
$1.21M 0.84%
4,245
+1,535
32
$1.19M 0.83%
29,643
-5,653
33
$1.18M 0.82%
15,351
+2,033
34
$1.13M 0.79%
9,251
-1,165
35
$1.12M 0.77%
4,512
-631
36
$1.11M 0.77%
7,286
+169
37
$1.04M 0.72%
19,362
-448
38
$1.03M 0.72%
9,251
+1,947
39
$1M 0.69%
5,354
+5
40
$953K 0.66%
36,638
+91
41
$946K 0.66%
16,080
+400
42
$946K 0.66%
54,136
-7,792
43
$936K 0.65%
5,992
-700
44
$922K 0.64%
5,345
-1,525
45
$914K 0.63%
15,036
+5,645
46
$906K 0.63%
7,553
-172
47
$906K 0.63%
57,868
+2,808
48
$902K 0.63%
10,708
-70
49
$886K 0.61%
10,204
-180
50
$881K 0.61%
33,474
-1,100
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