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
$147M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.42M
3
+$1.9M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.54M

Top Sells

1
+$339K
2
+$285K
3
+$259K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$203K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$138K

Sector Composition

1 Technology 10.56%
2 Industrials 6.8%
3 Healthcare 6.46%
4 Financials 5.4%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$796K 0.54%
+4,983
52
$791K 0.54%
5,829
+625
53
$779K 0.53%
9,844
+151
54
$768K 0.52%
45,574
+1,974
55
$733K 0.5%
6,481
+666
56
$730K 0.5%
4,093
-85
57
$724K 0.49%
6,919
+298
58
$721K 0.49%
8,301
+2,222
59
$713K 0.48%
25,984
+1,708
60
$706K 0.48%
6,799
-179
61
$696K 0.47%
+25,095
62
$691K 0.47%
3,462
+105
63
$686K 0.47%
8,904
+100
64
$670K 0.46%
4,225
65
$668K 0.45%
+14,688
66
$664K 0.45%
+5,167
67
$634K 0.43%
+12,561
68
$617K 0.42%
4,637
+445
69
$614K 0.42%
8,139
+340
70
$601K 0.41%
4,413
71
$599K 0.41%
9,240
+3,572
72
$597K 0.41%
33,894
+5,964
73
$593K 0.4%
+3,099
74
$587K 0.4%
2,778
+1,153
75
$586K 0.4%
4,276
1 2
3
4 5