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
$183M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.88M
3
+$2.79M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.64M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.62M

Top Sells

1
+$562K
2
+$512K
3
+$474K
4
D icon
Dominion Energy
D
+$454K
5
NSC icon
Norfolk Southern
NSC
+$352K

Sector Composition

1 Technology 10.39%
2 Healthcare 8.28%
3 Consumer Discretionary 4.81%
4 Industrials 4.72%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.99%
105,318
-4,167
27
$1.76M 0.96%
14,587
-154
28
$1.73M 0.95%
9,946
+323
29
$1.69M 0.92%
41,602
+4,919
30
$1.62M 0.89%
+70,246
31
$1.62M 0.88%
31,267
-202
32
$1.5M 0.82%
15,997
-48
33
$1.49M 0.81%
35,190
+1,280
34
$1.46M 0.8%
11,192
+405
35
$1.46M 0.8%
10,030
+485
36
$1.46M 0.8%
8,119
+87
37
$1.46M 0.8%
+55,512
38
$1.44M 0.79%
14,708
-22
39
$1.42M 0.78%
13,234
+180
40
$1.41M 0.77%
15,745
+265
41
$1.36M 0.74%
6,392
+156
42
$1.35M 0.74%
+28,290
43
$1.35M 0.74%
7,486
+33
44
$1.33M 0.73%
+28,247
45
$1.32M 0.72%
5,382
+295
46
$1.3M 0.71%
11,754
+278
47
$1.2M 0.65%
3,847
+14
48
$1.17M 0.64%
2,235
+68
49
$1.11M 0.6%
25,800
-450
50
$1.09M 0.59%
+43,344
1
2
3 4 5