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
$214M
AUM Growth
-$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.03M
3
+$902K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$584K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$579K

Top Sells

1
+$2.38M
2
+$2.3M
3
+$2.03M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$718K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$445K

Sector Composition

1 Technology 8.97%
2 Healthcare 7.63%
3 Industrials 4.9%
4 Communication Services 4.27%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.57%
49,653
+3,850
52
$1.18M 0.55%
1,993
+147
53
$1.15M 0.54%
3,855
+28
54
$1.11M 0.52%
22,307
+418
55
$1.1M 0.51%
10,872
+1,245
56
$1.01M 0.47%
7,402
+516
57
$948K 0.44%
4,276
+100
58
$940K 0.44%
3,623
+197
59
$927K 0.43%
11,224
+80
60
$920K 0.43%
26,250
61
$915K 0.43%
10,559
+1,221
62
$876K 0.41%
9,635
+217
63
$845K 0.39%
3,553
+125
64
$841K 0.39%
1,537
+137
65
$840K 0.39%
15,117
+1,302
66
$835K 0.39%
7,613
+4,721
67
$821K 0.38%
8,395
+27
68
$819K 0.38%
13,527
+237
69
$814K 0.38%
9,630
70
$812K 0.38%
9,814
-85
71
$795K 0.37%
43,276
+11,824
72
$794K 0.37%
1,907
-78
73
$786K 0.37%
3,832
-39
74
$783K 0.37%
7,059
+226
75
$782K 0.37%
4,427
+44
1 2
3
4 5