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
$172M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$782K
3
+$746K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$553K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$470K

Top Sells

1
+$2M
2
+$1.8M
3
+$1.17M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$855K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$664K

Sector Composition

1 Healthcare 9.82%
2 Technology 8.57%
3 Industrials 5.64%
4 Consumer Discretionary 4.69%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.62%
10,787
+62
52
$1.07M 0.62%
13,384
-562
53
$1.01M 0.58%
9,462
+3,090
54
$964K 0.56%
11,473
-529
55
$959K 0.56%
26,250
56
$951K 0.55%
24,141
-2,910
57
$937K 0.54%
24,042
+9,573
58
$925K 0.54%
10,910
+678
59
$921K 0.53%
9,933
+3,874
60
$916K 0.53%
19,604
-1,969
61
$911K 0.53%
+19,207
62
$908K 0.53%
41,526
-7,254
63
$891K 0.52%
11,465
+224
64
$887K 0.51%
8,657
-3,771
65
$844K 0.49%
4,061
-661
66
$821K 0.48%
3,230
-245
67
$809K 0.47%
4,062
-281
68
$802K 0.47%
11,166
+1,059
69
$792K 0.46%
16,654
+1,554
70
$782K 0.45%
+8,475
71
$775K 0.45%
7,166
+1,786
72
$766K 0.44%
2,179
73
$730K 0.42%
8,926
-178
74
$716K 0.42%
2,319
-45
75
$706K 0.41%
4,498
-27
1 2
3
4 5