BIA

Bigelow Investment Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 14.45%
This Quarter Est. Return
1 Year Est. Return
+14.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$791K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$344K
2
+$253K
3
+$251K
4
DIS icon
Walt Disney
DIS
+$243K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$230K

Top Sells

1
+$2.18M
2
+$579K
3
+$421K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$415K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$303K

Sector Composition

1 Technology 10.83%
2 Healthcare 6.66%
3 Industrials 6.5%
4 Financials 5.53%
5 Communication Services 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$886K 0.61%
4,751
+268
52
$884K 0.6%
53,486
+7,912
53
$842K 0.57%
5,579
-250
54
$789K 0.54%
4,043
-50
55
$768K 0.52%
9,756
-88
56
$750K 0.51%
24,775
-320
57
$747K 0.51%
4,405
+180
58
$744K 0.51%
14,881
+2,320
59
$740K 0.51%
6,552
+71
60
$737K 0.5%
5,317
-175
61
$730K 0.5%
26,606
+622
62
$714K 0.49%
6,719
-200
63
$703K 0.48%
8,030
-271
64
$692K 0.47%
3,176
+77
65
$684K 0.47%
6,204
-595
66
$671K 0.46%
14,688
67
$669K 0.46%
12,024
-326
68
$642K 0.44%
2,747
-31
69
$620K 0.42%
3,322
-140
70
$613K 0.42%
4,535
-102
71
$610K 0.42%
4,346
+70
72
$608K 0.42%
9,070
-170
73
$605K 0.41%
17,200
74
$585K 0.4%
7,400
+1,050
75
$572K 0.39%
9,150
-300
1 2
3
4 5