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
$197M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$855K
3
+$540K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$388K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$386K

Top Sells

1
+$592K
2
+$387K
3
+$318K
4
KR icon
Kroger
KR
+$303K
5
CB icon
Chubb
CB
+$226K

Sector Composition

1 Technology 8.24%
2 Healthcare 6.47%
3 Industrials 4.89%
4 Consumer Discretionary 4.38%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.91%
111,750
+2,832
27
$1.69M 0.86%
10,473
+15
28
$1.64M 0.83%
10,600
+300
29
$1.63M 0.83%
15,055
-317
30
$1.63M 0.82%
33,133
+1,222
31
$1.59M 0.81%
11,764
+424
32
$1.57M 0.8%
11,096
+166
33
$1.57M 0.8%
21,782
+2,366
34
$1.51M 0.76%
11,352
+578
35
$1.5M 0.76%
14,580
+120
36
$1.5M 0.76%
11,565
+4,161
37
$1.46M 0.74%
22,855
-921
38
$1.42M 0.72%
17,182
-395
39
$1.42M 0.72%
24,330
+789
40
$1.32M 0.67%
7,788
-268
41
$1.3M 0.66%
6,907
+750
42
$1.27M 0.65%
5,250
-30
43
$1.24M 0.63%
16,783
-71
44
$1.22M 0.62%
6,124
-247
45
$1.21M 0.61%
11,120
-120
46
$1.18M 0.6%
3,871
-43
47
$1.17M 0.59%
4,350
-88
48
$1.17M 0.59%
47,067
-5,955
49
$1.1M 0.56%
12,503
+1,078
50
$1.07M 0.54%
5,903
-145
1
2
3 4 5