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
$157M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$986K
3
+$886K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$621K
5
XOM icon
Exxon Mobil
XOM
+$529K

Top Sells

1
+$243K
2
+$240K
3
+$213K
4
HPQ icon
HP
HPQ
+$204K
5
AX icon
Axos Financial
AX
+$103K

Sector Composition

1 Technology 9.61%
2 Healthcare 6.5%
3 Industrials 5.15%
4 Communication Services 4.69%
5 Financials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$900K 0.57%
5,365
+20
52
$886K 0.56%
+39,000
53
$849K 0.54%
33,792
-1,388
54
$846K 0.54%
4,270
-98
55
$837K 0.53%
29,287
-397
56
$809K 0.51%
6,870
+44
57
$806K 0.51%
31,592
-1,899
58
$786K 0.5%
8,855
+253
59
$784K 0.5%
4,355
60
$782K 0.5%
6,050
+70
61
$777K 0.49%
48,798
+514
62
$776K 0.49%
32,888
+9,674
63
$776K 0.49%
6,670
+153
64
$764K 0.49%
11,870
+240
65
$744K 0.47%
8,660
-238
66
$690K 0.44%
5,822
+53
67
$666K 0.42%
7,531
-225
68
$663K 0.42%
4,615
+1,640
69
$662K 0.42%
3,184
-34
70
$655K 0.42%
3,098
+158
71
$648K 0.41%
5,482
-417
72
$647K 0.41%
4,263
+13
73
$644K 0.41%
2,372
+23
74
$639K 0.41%
9,125
75
$633K 0.4%
4,040
1 2
3
4 5