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
$168M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$387K
2
+$277K
3
+$272K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$270K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Top Sells

1
+$1.4M
2
+$1.11M
3
+$965K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$668K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$623K

Sector Composition

1 Healthcare 9.16%
2 Technology 8.37%
3 Industrials 5.08%
4 Consumer Discretionary 4.67%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.6%
4,763
-359
52
$992K 0.59%
9,491
+1,286
53
$984K 0.59%
48,780
-1,350
54
$981K 0.59%
10,617
-131
55
$979K 0.58%
11,782
+295
56
$927K 0.55%
21,573
+3,721
57
$910K 0.54%
26,250
58
$908K 0.54%
11,241
+1,625
59
$904K 0.54%
10,725
+144
60
$866K 0.52%
13,946
+219
61
$839K 0.5%
4,722
+147
62
$816K 0.49%
4,343
+252
63
$813K 0.49%
10,232
+370
64
$811K 0.48%
3,627
+922
65
$774K 0.46%
3,475
-138
66
$730K 0.44%
15,100
+2,796
67
$715K 0.43%
2,179
+34
68
$710K 0.42%
30,236
-17,324
69
$677K 0.4%
10,107
+171
70
$668K 0.4%
6,372
+272
71
$647K 0.39%
6,954
+983
72
$631K 0.38%
2,364
73
$624K 0.37%
3,521
-10
74
$623K 0.37%
9,230
-400
75
$618K 0.37%
23,994
+1,021
1 2
3
4 5