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
$172M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$782K
3
+$746K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$553K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$470K

Top Sells

1
+$2M
2
+$1.8M
3
+$1.17M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$855K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$664K

Sector Composition

1 Healthcare 9.82%
2 Technology 8.57%
3 Industrials 5.64%
4 Consumer Discretionary 4.69%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.97%
34,949
-1,648
27
$1.64M 0.95%
109,539
-7,365
28
$1.58M 0.92%
13,763
-7,441
29
$1.58M 0.92%
15,663
-662
30
$1.57M 0.91%
19,019
+643
31
$1.55M 0.9%
6,574
+116
32
$1.45M 0.84%
28,373
-450
33
$1.44M 0.83%
8,263
-5
34
$1.42M 0.83%
12,893
-268
35
$1.41M 0.82%
9,562
+431
36
$1.41M 0.82%
15,967
+514
37
$1.39M 0.81%
15,676
-2,146
38
$1.38M 0.8%
11,801
+19
39
$1.37M 0.79%
52,852
-10,664
40
$1.35M 0.79%
15,579
+534
41
$1.35M 0.78%
29,128
-10,278
42
$1.31M 0.76%
9,793
+302
43
$1.3M 0.75%
5,237
+1,610
44
$1.28M 0.74%
7,746
-423
45
$1.24M 0.72%
5,035
+131
46
$1.24M 0.72%
3,923
+48
47
$1.23M 0.71%
2,229
-73
48
$1.17M 0.68%
23,696
-6,687
49
$1.17M 0.68%
4,713
-50
50
$1.07M 0.62%
10,677
+60
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