BIA

Bigelow Investment Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 14.45%
This Quarter Est. Return
1 Year Est. Return
+14.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$986K
3
+$886K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$621K
5
XOM icon
Exxon Mobil
XOM
+$529K

Top Sells

1
+$243K
2
+$240K
3
+$213K
4
HPQ icon
HP
HPQ
+$204K
5
AX icon
Axos Financial
AX
+$103K

Sector Composition

1 Technology 9.61%
2 Healthcare 6.5%
3 Industrials 5.15%
4 Communication Services 4.69%
5 Financials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.93%
18,765
+614
27
$1.45M 0.92%
11,675
-212
28
$1.38M 0.88%
22,641
+800
29
$1.38M 0.88%
33,541
-120
30
$1.37M 0.87%
9,851
-368
31
$1.37M 0.87%
17,021
-121
32
$1.32M 0.84%
111,690
+480
33
$1.27M 0.81%
9,240
-26
34
$1.17M 0.74%
19,406
-288
35
$1.11M 0.7%
7,307
36
$1.03M 0.66%
16,940
37
$1.03M 0.66%
10,982
+14
38
$1.01M 0.64%
18,283
+97
39
$989K 0.63%
56,736
+8,404
40
$986K 0.63%
5,734
-103
41
$984K 0.63%
9,059
+214
42
$970K 0.62%
4,182
+50
43
$957K 0.61%
5,329
-80
44
$952K 0.61%
5,212
45
$935K 0.59%
10,425
-40
46
$931K 0.59%
7,770
+29
47
$930K 0.59%
27,289
-675
48
$923K 0.59%
7,212
-137
49
$914K 0.58%
7,653
-155
50
$904K 0.57%
4,162
-255
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2
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