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
$185M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$848K
2
+$611K
3
+$465K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$324K
5
ABBV icon
AbbVie
ABBV
+$255K

Top Sells

1
+$1.28M
2
+$788K
3
+$568K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$440K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K

Sector Composition

1 Technology 11.04%
2 Healthcare 7.87%
3 Consumer Discretionary 4.99%
4 Industrials 4.58%
5 Financials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.01%
22,947
+1,583
27
$1.8M 0.97%
12,303
-49
28
$1.72M 0.93%
10,124
+43
29
$1.68M 0.91%
15,401
-300
30
$1.65M 0.89%
10,863
-292
31
$1.56M 0.84%
31,470
-3,260
32
$1.54M 0.84%
15,370
-597
33
$1.54M 0.83%
30,499
-813
34
$1.49M 0.81%
30,928
+2,037
35
$1.46M 0.79%
62,626
-5,634
36
$1.42M 0.77%
15,738
-39
37
$1.35M 0.73%
22,281
-2,193
38
$1.33M 0.72%
5,764
-628
39
$1.33M 0.72%
3,842
-12
40
$1.31M 0.71%
13,111
-230
41
$1.31M 0.71%
15,523
+238
42
$1.29M 0.7%
11,866
+110
43
$1.27M 0.68%
7,423
-38
44
$1.25M 0.68%
7,950
-108
45
$1.22M 0.66%
4,688
46
$1.21M 0.66%
46,488
-8,902
47
$1.21M 0.66%
12,927
+143
48
$1.19M 0.64%
4,752
-638
49
$1.17M 0.64%
2,213
-30
50
$1.13M 0.61%
25,800
1
2
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