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
$168M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$387K
2
+$277K
3
+$272K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$270K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Top Sells

1
+$1.4M
2
+$1.11M
3
+$965K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$668K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$623K

Sector Composition

1 Healthcare 9.16%
2 Technology 8.37%
3 Industrials 5.08%
4 Consumer Discretionary 4.67%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.97%
12,831
+582
27
$1.52M 0.91%
108,716
-19,928
28
$1.48M 0.88%
6,458
-141
29
$1.48M 0.88%
15,453
+593
30
$1.47M 0.88%
30,383
+2,545
31
$1.46M 0.87%
36,597
+1,178
32
$1.43M 0.85%
16,596
+465
33
$1.42M 0.85%
15,045
+502
34
$1.41M 0.84%
14,624
-2,511
35
$1.4M 0.83%
18,376
+912
36
$1.37M 0.82%
37,557
+2,053
37
$1.36M 0.81%
12,002
+880
38
$1.34M 0.8%
16,325
+733
39
$1.34M 0.8%
8,268
+111
40
$1.26M 0.75%
12,428
-1,595
41
$1.26M 0.75%
8,169
+235
42
$1.26M 0.75%
28,823
+892
43
$1.23M 0.74%
9,131
+1,083
44
$1.17M 0.7%
2,302
+162
45
$1.15M 0.69%
13,161
+974
46
$1.07M 0.64%
3,875
+41
47
$1.04M 0.62%
13,977
-3,606
48
$1.03M 0.61%
4,904
+148
49
$1.03M 0.61%
27,051
+1,051
50
$1.02M 0.61%
9,978
-3,877
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