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
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.84M
3
+$5.56M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 5.68%
2 Industrials 4.68%
3 Financials 3.45%
4 Technology 3.11%
5 Consumer Staples 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$559K 0.56%
+7,799
52
$556K 0.55%
+18,745
53
$531K 0.53%
+5,779
54
$511K 0.51%
+7,300
55
$509K 0.51%
+27,930
56
$500K 0.5%
+6,079
57
$496K 0.49%
+3,395
58
$483K 0.48%
+16,755
59
$482K 0.48%
+23,164
60
$471K 0.47%
+6,695
61
$432K 0.43%
+4,355
62
$426K 0.42%
+2,815
63
$425K 0.42%
+10,884
64
$424K 0.42%
+3,640
65
$408K 0.41%
+4,770
66
$405K 0.4%
+3,236
67
$404K 0.4%
+3,778
68
$398K 0.4%
+2,721
69
$390K 0.39%
+5,173
70
$389K 0.39%
+7,440
71
$386K 0.38%
+6,721
72
$382K 0.38%
+5,668
73
$372K 0.37%
+7,356
74
$366K 0.36%
+7,182
75
$363K 0.36%
+2,550
1 2
3
4