BIA

Bigelow Investment Advisors Portfolio holdings

AUM $250M
1-Year Est. Return 19.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$1.14M
3
+$770K
4
IAU icon
iShares Gold Trust
IAU
+$542K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$476K

Top Sells

1
+$1.58M
2
+$982K
3
+$524K
4
UNH icon
UnitedHealth
UNH
+$472K
5
IBB icon
iShares Biotechnology ETF
IBB
+$443K

Sector Composition

1 Technology 11.45%
2 Financials 5.15%
3 Communication Services 4.72%
4 Industrials 4.52%
5 Healthcare 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 1.02%
37,453
+5,524
27
$2.53M 1.02%
50,749
+2,395
28
$2.42M 0.98%
54,543
-8,847
29
$2.4M 0.97%
10,938
-361
30
$2.34M 0.94%
12,360
-403
31
$2.24M 0.9%
87,238
-325
32
$2.17M 0.88%
40,133
+5,294
33
$2.14M 0.86%
7,601
-81
34
$2.01M 0.81%
33,607
-914
35
$2.01M 0.81%
14,272
+951
36
$1.98M 0.8%
38,707
-1,372
37
$1.88M 0.76%
14,306
+1,800
38
$1.83M 0.74%
11,931
+206
39
$1.78M 0.72%
15,527
+340
40
$1.72M 0.7%
59,250
+1,122
41
$1.72M 0.69%
20,476
+1,840
42
$1.71M 0.69%
12,630
+137
43
$1.67M 0.67%
22,159
+513
44
$1.65M 0.67%
8,814
+386
45
$1.62M 0.65%
14,353
+229
46
$1.58M 0.64%
10,937
-611
47
$1.54M 0.62%
14,379
+2,993
48
$1.52M 0.61%
4,471
49
$1.52M 0.61%
25,800
50
$1.44M 0.58%
21,077
-1,131
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