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
$203M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$952K
2
+$950K
3
+$554K
4
MDT icon
Medtronic
MDT
+$551K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$546K

Top Sells

1
+$837K
2
+$652K
3
+$572K
4
XEL icon
Xcel Energy
XEL
+$483K
5
BMY icon
Bristol-Myers Squibb
BMY
+$308K

Sector Composition

1 Technology 10.66%
2 Healthcare 7.65%
3 Consumer Discretionary 4.98%
4 Financials 4.96%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.58%
7,991
+41
52
$1.16M 0.57%
44,440
-2,048
53
$1.16M 0.57%
27,675
-20,033
54
$1.12M 0.55%
4,021
-145
55
$1.1M 0.54%
4,758
+59
56
$1.09M 0.54%
4,279
-17
57
$1.08M 0.53%
11,536
-330
58
$1.08M 0.53%
8,587
-49
59
$1.04M 0.51%
21,967
-1,023
60
$1.03M 0.51%
2,149
-30
61
$1.02M 0.5%
37,719
-330
62
$1.01M 0.5%
8,770
-1,045
63
$997K 0.49%
3,190
-172
64
$990K 0.49%
39,096
-5,490
65
$958K 0.47%
8,916
-9
66
$954K 0.47%
10,441
-113
67
$948K 0.47%
1,968
+12
68
$925K 0.45%
17,928
-341
69
$902K 0.44%
7,454
+2,356
70
$890K 0.44%
5,253
+1,929
71
$881K 0.43%
8,743
-43
72
$871K 0.43%
31,377
+6,965
73
$860K 0.42%
2,044
-49
74
$851K 0.42%
1,576
-18
75
$833K 0.41%
7,740
-78
1 2
3
4 5