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
$220M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$687K
3
+$524K
4
GSK icon
GSK
GSK
+$495K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$452K

Top Sells

1
+$1.14M
2
+$507K
3
+$298K
4
TSLA icon
Tesla
TSLA
+$248K
5
KSU
Kansas City Southern
KSU
+$246K

Sector Composition

1 Technology 8.91%
2 Healthcare 7.37%
3 Consumer Discretionary 4.45%
4 Communication Services 4.32%
5 Industrials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.53%
15,234
+32
52
$1.13M 0.51%
21,889
-412
53
$1.1M 0.5%
9,418
+79
54
$1.09M 0.5%
6,886
+69
55
$1.06M 0.48%
5,102
-88
56
$1.04M 0.47%
9,627
-892
57
$1.03M 0.47%
4,383
-5
58
$1.01M 0.46%
13,290
+1,250
59
$948K 0.43%
5,027
-111
60
$946K 0.43%
3,660
-190
61
$922K 0.42%
1,400
-59
62
$913K 0.42%
8,368
+132
63
$909K 0.41%
1,985
+70
64
$905K 0.41%
4,176
-58
65
$898K 0.41%
26,250
66
$868K 0.39%
9,338
+1,240
67
$863K 0.39%
9,899
-705
68
$861K 0.39%
3,871
-219
69
$840K 0.38%
3,426
+256
70
$835K 0.38%
9,630
71
$827K 0.38%
13,815
+580
72
$816K 0.37%
27,750
-1,820
73
$784K 0.36%
3,032
+457
74
$783K 0.36%
3,428
+69
75
$763K 0.35%
5,905
1 2
3
4 5