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
$171M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$582K
3
+$499K
4
BMY icon
Bristol-Myers Squibb
BMY
+$325K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$322K

Top Sells

1
+$298K
2
+$241K
3
+$202K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$199K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$187K

Sector Composition

1 Technology 9.74%
2 Healthcare 7.21%
3 Industrials 4.98%
4 Communication Services 4.52%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.92%
25,812
-348
27
$1.55M 0.91%
121,314
+9,624
28
$1.48M 0.87%
22,733
+92
29
$1.48M 0.87%
33,631
+90
30
$1.47M 0.86%
16,937
-84
31
$1.43M 0.84%
11,450
-225
32
$1.26M 0.74%
9,856
+5
33
$1.24M 0.72%
9,049
-191
34
$1.23M 0.72%
4,166
+4
35
$1.21M 0.71%
7,308
+1
36
$1.17M 0.69%
19,088
-318
37
$1.15M 0.67%
60,616
+3,880
38
$1.13M 0.66%
16,880
-60
39
$1.1M 0.65%
10,904
-78
40
$1.04M 0.61%
5,542
-192
41
$1.03M 0.6%
5,378
+13
42
$1.03M 0.6%
9,070
+11
43
$1.01M 0.59%
27,163
-126
44
$991K 0.58%
7,704
+51
45
$988K 0.58%
10,427
+2
46
$979K 0.57%
5,044
-285
47
$963K 0.56%
18,169
-114
48
$962K 0.56%
7,067
-145
49
$962K 0.56%
6,904
+34
50
$937K 0.55%
34,252
+460
1
2
3 4 5