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
$206M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$226K
3
+$212K
4
EA icon
Electronic Arts
EA
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$205K

Top Sells

1
+$1.83M
2
+$463K
3
+$62.6K

Sector Composition

1 Technology 8.75%
2 Healthcare 6.78%
3 Industrials 4.76%
4 Consumer Discretionary 4.64%
5 Communication Services 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.54%
5,928
+25
52
$1.08M 0.53%
27,717
53
$1.04M 0.5%
33,180
54
$1.03M 0.5%
6,634
+350
55
$1.03M 0.5%
6,241
56
$1.03M 0.5%
2,033
+10
57
$1.01M 0.49%
9,003
58
$972K 0.47%
4,158
+25
59
$959K 0.47%
7,729
60
$951K 0.46%
36,517
61
$944K 0.46%
1,495
62
$901K 0.44%
3,930
63
$898K 0.44%
26,250
64
$895K 0.43%
4,344
65
$869K 0.42%
2,379
66
$832K 0.4%
7,394
+230
67
$822K 0.4%
8,330
68
$817K 0.4%
3,305
69
$816K 0.4%
4,209
70
$798K 0.39%
2,675
71
$781K 0.38%
9,630
72
$780K 0.38%
11,563
+271
73
$773K 0.37%
9,062
74
$737K 0.36%
11,677
75
$723K 0.35%
7,346
1 2
3
4 5