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
$144M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$831K
3
+$804K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$569K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$437K

Top Sells

1
+$1.6M
2
+$570K
3
+$440K
4
ADP icon
Automatic Data Processing
ADP
+$402K
5
PG icon
Procter & Gamble
PG
+$398K

Sector Composition

1 Technology 10.43%
2 Healthcare 7.7%
3 Industrials 6%
4 Communication Services 4.83%
5 Financials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$852K 0.59%
7,277
+36
52
$831K 0.58%
+9,124
53
$804K 0.56%
4,751
54
$795K 0.55%
4,141
+125
55
$795K 0.55%
33,579
-14,735
56
$793K 0.55%
9,257
-580
57
$768K 0.53%
6,238
+157
58
$753K 0.52%
6,657
+63
59
$751K 0.52%
4,355
60
$741K 0.51%
26,960
+282
61
$736K 0.51%
4,168
-48
62
$732K 0.51%
12,390
-480
63
$714K 0.5%
8,803
-254
64
$695K 0.48%
4,330
+25
65
$692K 0.48%
6,836
-3,540
66
$674K 0.47%
4,043
-1,237
67
$650K 0.45%
3,237
+87
68
$630K 0.44%
5,937
-12
69
$590K 0.41%
7,936
+420
70
$589K 0.41%
9,125
-550
71
$587K 0.41%
4,040
72
$581K 0.4%
4,045
-1,072
73
$567K 0.39%
7,825
+195
74
$563K 0.39%
3,566
-749
75
$558K 0.39%
19,281
-3,814
1 2
3
4 5