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
$134M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$582K
3
+$483K
4
DUK icon
Duke Energy
DUK
+$416K
5
ETN icon
Eaton
ETN
+$411K

Top Sells

1
+$547K
2
+$422K
3
+$266K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$264K
5
CERN
Cerner Corp
CERN
+$263K

Sector Composition

1 Technology 10.41%
2 Healthcare 8.74%
3 Industrials 6.21%
4 Communication Services 5.25%
5 Financials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$722K 0.54%
6,594
-1,625
52
$712K 0.53%
7,304
+605
53
$710K 0.53%
26,678
+80
54
$692K 0.52%
5,280
-60
55
$690K 0.52%
4,016
-27
56
$684K 0.51%
12,870
-2,690
57
$682K 0.51%
2,710
+1,290
58
$672K 0.5%
13,633
-155
59
$664K 0.5%
4,305
+25
60
$662K 0.49%
6,081
+180
61
$662K 0.49%
7,241
62
$656K 0.49%
4,355
-110
63
$648K 0.48%
5,117
64
$643K 0.48%
3,150
-110
65
$621K 0.46%
4,216
-160
66
$613K 0.46%
3,298
+132
67
$609K 0.46%
13,336
+180
68
$607K 0.45%
9,057
-302
69
$586K 0.44%
17,138
70
$582K 0.43%
+23,095
71
$581K 0.43%
23,290
+8,620
72
$577K 0.43%
4,315
+455
73
$574K 0.43%
9,675
+50
74
$565K 0.42%
3,004
-120
75
$562K 0.42%
5,949
-55
1 2
3
4 5