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
$183M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.88M
3
+$2.79M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.64M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.62M

Top Sells

1
+$562K
2
+$512K
3
+$474K
4
D icon
Dominion Energy
D
+$454K
5
NSC icon
Norfolk Southern
NSC
+$352K

Sector Composition

1 Technology 10.39%
2 Healthcare 8.28%
3 Consumer Discretionary 4.81%
4 Industrials 4.72%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.59%
12,785
+212
52
$1.05M 0.58%
8,851
-50
53
$1.04M 0.57%
10,455
+301
54
$1.02M 0.56%
10,427
+140
55
$1.01M 0.55%
4,688
-25
56
$1M 0.55%
27,367
+324
57
$1M 0.55%
+9,303
58
$989K 0.54%
20,063
+433
59
$977K 0.53%
4,112
+81
60
$970K 0.53%
11,015
+155
61
$938K 0.51%
39,630
-1,626
62
$933K 0.51%
+18,447
63
$932K 0.51%
4,128
+82
64
$925K 0.51%
+9,914
65
$909K 0.5%
4,867
+232
66
$887K 0.48%
2,179
67
$876K 0.48%
4,357
+81
68
$867K 0.47%
3,284
+44
69
$852K 0.47%
8,171
70
$821K 0.45%
+16,662
71
$801K 0.44%
1,595
+64
72
$793K 0.43%
21,324
-501
73
$790K 0.43%
+6,858
74
$770K 0.42%
9,151
+128
75
$767K 0.42%
7,230
-333
1 2
3
4 5