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
$171M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$582K
3
+$499K
4
BMY icon
Bristol-Myers Squibb
BMY
+$325K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$322K

Top Sells

1
+$298K
2
+$241K
3
+$202K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$199K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$187K

Sector Composition

1 Technology 9.74%
2 Healthcare 7.21%
3 Industrials 4.98%
4 Communication Services 4.52%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$919K 0.54%
5,212
52
$912K 0.53%
7,787
+17
53
$905K 0.53%
4,143
-39
54
$895K 0.52%
17,826
+5,441
55
$860K 0.5%
31,805
+213
56
$836K 0.49%
4,331
+61
57
$831K 0.49%
49,436
+638
58
$830K 0.49%
8,855
59
$825K 0.48%
4,355
60
$818K 0.48%
11,870
61
$816K 0.48%
8,660
62
$780K 0.46%
6,079
+29
63
$757K 0.44%
25,646
-3,641
64
$745K 0.44%
3,289
+105
65
$713K 0.42%
32,250
-6,750
66
$709K 0.42%
2,376
+4
67
$703K 0.41%
5,835
+13
68
$693K 0.41%
9,080
-45
69
$686K 0.4%
5,507
+25
70
$665K 0.39%
7,566
+35
71
$656K 0.38%
4,070
+30
72
$653K 0.38%
22,524
+1,659
73
$649K 0.38%
25,540
+3,600
74
$645K 0.38%
3,211
+113
75
$637K 0.37%
3,545
-200
1 2
3
4 5