BIA

Bigelow Investment Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 14.45%
This Quarter Est. Return
1 Year Est. Return
+14.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$855K
3
+$540K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$388K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$386K

Top Sells

1
+$592K
2
+$387K
3
+$318K
4
KR icon
Kroger
KR
+$303K
5
CB icon
Chubb
CB
+$226K

Sector Composition

1 Technology 8.24%
2 Healthcare 6.47%
3 Industrials 4.89%
4 Consumer Discretionary 4.38%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.53%
2,912
-157
52
$1.02M 0.52%
14,500
-2,982
53
$1.01M 0.51%
33,180
+2,270
54
$1M 0.51%
27,717
-280
55
$984K 0.5%
9,003
+1,094
56
$957K 0.49%
6,284
+733
57
$949K 0.48%
36,517
+1,234
58
$930K 0.47%
4,344
-73
59
$923K 0.47%
2,023
+262
60
$913K 0.46%
7,729
+68
61
$904K 0.46%
26,250
62
$883K 0.45%
6,241
+917
63
$875K 0.44%
4,133
+80
64
$868K 0.44%
3,930
-175
65
$847K 0.43%
2,379
-15
66
$804K 0.41%
8,330
+214
67
$801K 0.41%
4,209
+412
68
$780K 0.4%
7,164
+469
69
$760K 0.39%
2,675
-25
70
$756K 0.38%
3,305
71
$747K 0.38%
11,292
+1,264
72
$732K 0.37%
1,495
+19
73
$721K 0.37%
9,630
74
$700K 0.35%
9,062
+833
75
$692K 0.35%
3,389
+289
1 2
3
4 5