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
$220M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$687K
3
+$524K
4
GSK icon
GSK
GSK
+$495K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$452K

Top Sells

1
+$1.14M
2
+$507K
3
+$298K
4
TSLA icon
Tesla
TSLA
+$248K
5
KSU
Kansas City Southern
KSU
+$246K

Sector Composition

1 Technology 8.91%
2 Healthcare 7.37%
3 Consumer Discretionary 4.45%
4 Communication Services 4.32%
5 Industrials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.93%
14,100
-140
27
$2M 0.91%
17,562
+123
28
$1.97M 0.9%
+56,653
29
$1.91M 0.87%
11,012
+198
30
$1.89M 0.86%
11,539
-154
31
$1.84M 0.84%
11,039
+81
32
$1.81M 0.82%
6,202
-29
33
$1.78M 0.81%
34,798
+635
34
$1.72M 0.78%
10,300
-60
35
$1.7M 0.77%
16,004
+1,033
36
$1.69M 0.77%
7,894
+34
37
$1.67M 0.76%
14,599
+780
38
$1.59M 0.72%
3,827
+66
39
$1.57M 0.71%
10,563
+75
40
$1.48M 0.67%
24,975
-794
41
$1.46M 0.66%
46,316
+4,408
42
$1.45M 0.66%
25,928
+5,082
43
$1.33M 0.61%
49,776
-438
44
$1.3M 0.59%
15,957
-235
45
$1.27M 0.58%
6,764
+252
46
$1.25M 0.57%
4,211
+30
47
$1.24M 0.56%
7,566
+328
48
$1.23M 0.56%
1,846
-18
49
$1.22M 0.55%
23,381
-500
50
$1.18M 0.53%
45,803
-642
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