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
$133M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$396K
3
+$355K
4
AMZN icon
Amazon
AMZN
+$353K
5
MBB icon
iShares MBS ETF
MBB
+$318K

Top Sells

1
+$825K
2
+$797K
3
+$693K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$586K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$557K

Sector Composition

1 Technology 9.94%
2 Healthcare 7.55%
3 Industrials 4.54%
4 Communication Services 4.19%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$699K 0.52%
4,484
+153
52
$688K 0.52%
23,922
+3,942
53
$669K 0.5%
27,750
-4,500
54
$665K 0.5%
4,003
-1,375
55
$655K 0.49%
7,270
+366
56
$641K 0.48%
4,392
-652
57
$627K 0.47%
3,428
+139
58
$623K 0.47%
5,442
-1,866
59
$616K 0.46%
24,715
-825
60
$604K 0.45%
46,774
-2,662
61
$593K 0.44%
3,424
+15
62
$583K 0.44%
4,947
-118
63
$575K 0.43%
2,380
+4
64
$563K 0.42%
9,344
+79
65
$562K 0.42%
3,248
+37
66
$545K 0.41%
5,456
-623
67
$539K 0.4%
9,820
+740
68
$529K 0.4%
8,044
+478
69
$506K 0.38%
10,591
+256
70
$505K 0.38%
4,140
-145
71
$504K 0.38%
5,260
-91
72
$496K 0.37%
5,788
+281
73
$485K 0.36%
23,920
-7,885
74
$481K 0.36%
6,800
-2,055
75
$480K 0.36%
23,195
-11,057
1 2
3
4 5