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
$206M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$226K
3
+$212K
4
EA icon
Electronic Arts
EA
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$205K

Top Sells

1
+$1.83M
2
+$463K
3
+$62.6K

Sector Composition

1 Technology 8.75%
2 Healthcare 6.78%
3 Industrials 4.76%
4 Consumer Discretionary 4.64%
5 Communication Services 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.89%
10,680
+80
27
$1.78M 0.87%
14,620
+40
28
$1.75M 0.85%
11,352
29
$1.74M 0.84%
10,473
30
$1.71M 0.83%
33,133
31
$1.7M 0.83%
15,055
32
$1.67M 0.81%
8,047
+259
33
$1.65M 0.8%
11,116
+20
34
$1.63M 0.79%
21,782
35
$1.61M 0.78%
11,914
+150
36
$1.54M 0.75%
5,285
+35
37
$1.51M 0.73%
11,565
38
$1.46M 0.71%
6,124
39
$1.42M 0.69%
17,182
40
$1.36M 0.66%
24,330
41
$1.33M 0.64%
6,907
42
$1.29M 0.62%
22,920
+65
43
$1.24M 0.6%
15,978
-805
44
$1.23M 0.6%
3,871
45
$1.23M 0.6%
47,067
46
$1.2M 0.58%
11,120
47
$1.2M 0.58%
12,503
48
$1.16M 0.56%
2,912
49
$1.16M 0.56%
4,350
50
$1.13M 0.55%
14,550
+50
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