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
$174M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$242K
2
+$240K
3
+$214K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$177K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$163K

Top Sells

1
+$279K
2
+$231K
3
+$208K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$190K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$189K

Sector Composition

1 Technology 10.4%
2 Healthcare 7.99%
3 Consumer Discretionary 4.72%
4 Industrials 4.58%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.59%
4,688
52
$996K 0.57%
10,606
+179
53
$963K 0.55%
25,800
54
$954K 0.55%
10,455
55
$949K 0.55%
19,946
-117
56
$946K 0.54%
4,112
57
$928K 0.53%
8,945
-358
58
$919K 0.53%
8,676
-175
59
$901K 0.52%
18,529
+82
60
$893K 0.51%
39,603
-27
61
$893K 0.51%
26,928
-439
62
$887K 0.51%
4,157
-200
63
$876K 0.5%
9,864
-50
64
$862K 0.5%
11,001
-14
65
$860K 0.49%
8,171
66
$859K 0.49%
4,133
+5
67
$856K 0.49%
2,179
68
$849K 0.49%
3,284
69
$836K 0.48%
4,934
+67
70
$790K 0.45%
16,195
-467
71
$774K 0.44%
1,955
+16
72
$762K 0.44%
2,174
73
$751K 0.43%
9,230
+79
74
$727K 0.42%
2,745
-100
75
$710K 0.41%
6,875
-355
1 2
3
4 5