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
$149M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$418K
3
+$270K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$270K
5
GNMA icon
iShares GNMA Bond ETF
GNMA
+$255K

Top Sells

1
+$349K
2
+$307K
3
+$238K
4
NVS icon
Novartis
NVS
+$233K
5
DD icon
DuPont de Nemours
DD
+$228K

Sector Composition

1 Technology 9.88%
2 Healthcare 7.11%
3 Industrials 5.55%
4 Communication Services 4.79%
5 Financials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$862K 0.58%
4,368
+200
52
$861K 0.58%
8,845
-279
53
$859K 0.58%
4,132
-9
54
$853K 0.57%
30,298
+3,338
55
$799K 0.54%
7,741
-1,510
56
$781K 0.52%
4,355
57
$775K 0.52%
48,284
-9,584
58
$763K 0.51%
6,826
-10
59
$753K 0.5%
6,517
-140
60
$752K 0.5%
8,602
-655
61
$751K 0.5%
29,684
-3,895
62
$730K 0.49%
11,630
-760
63
$729K 0.49%
8,898
+95
64
$728K 0.49%
5,899
+1,360
65
$718K 0.48%
5,769
-469
66
$686K 0.46%
3,218
-19
67
$686K 0.46%
5,980
+43
68
$651K 0.44%
4,250
-80
69
$650K 0.44%
3,368
-675
70
$650K 0.44%
7,756
-180
71
$630K 0.42%
9,125
72
$621K 0.42%
2,349
-16
73
$601K 0.4%
4,040
74
$577K 0.39%
3,366
-200
75
$571K 0.38%
2,940
+40
1 2
3
4 5