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
$133M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$396K
3
+$355K
4
AMZN icon
Amazon
AMZN
+$353K
5
MBB icon
iShares MBS ETF
MBB
+$318K

Top Sells

1
+$825K
2
+$797K
3
+$693K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$586K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$557K

Sector Composition

1 Technology 9.94%
2 Healthcare 7.55%
3 Industrials 4.54%
4 Communication Services 4.19%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.92%
23,724
+5,898
27
$1.18M 0.89%
20,340
-4,340
28
$1.18M 0.88%
10,311
-960
29
$1.14M 0.86%
34,271
+640
30
$1.13M 0.84%
9,377
+328
31
$1.08M 0.81%
19,201
+357
32
$1.07M 0.8%
21,510
-1,223
33
$1.02M 0.77%
4,103
-63
34
$1.01M 0.76%
18,888
-200
35
$941K 0.71%
8,870
-986
36
$930K 0.7%
9,540
+3,620
37
$925K 0.69%
24,353
-3,467
38
$902K 0.68%
10,903
-1
39
$899K 0.67%
15,480
-1,400
40
$893K 0.67%
28,842
+1,679
41
$879K 0.66%
9,750
+680
42
$872K 0.65%
18,045
-124
43
$849K 0.64%
65,896
+5,280
44
$805K 0.6%
6,558
-509
45
$787K 0.59%
4,887
-655
46
$779K 0.58%
15,978
+6,182
47
$732K 0.55%
3,918
-225
48
$719K 0.54%
23,849
+1,325
49
$711K 0.53%
5,372
+160
50
$701K 0.53%
7,509
-278
1
2
3 4 5