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
$209M
AUM Growth
+$6.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$517K
3
+$465K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$413K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$363K

Top Sells

1
+$441K
2
+$335K
3
+$314K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$214K
5
GSK icon
GSK
GSK
+$212K

Sector Composition

1 Technology 11.87%
2 Healthcare 6.94%
3 Financials 4.67%
4 Consumer Discretionary 4.64%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.58%
8,547
-40
52
$1.2M 0.57%
10,081
+2,627
53
$1.18M 0.56%
27,038
-637
54
$1.15M 0.55%
46,563
+7,467
55
$1.11M 0.53%
4,676
-82
56
$1.1M 0.52%
42,146
-2,294
57
$1.08M 0.52%
6,588
+1,335
58
$1.08M 0.51%
7,873
-118
59
$1.05M 0.5%
3,995
-26
60
$1.03M 0.49%
21,963
-4
61
$974K 0.46%
16,449
+6,968
62
$973K 0.46%
37,494
-225
63
$964K 0.46%
8,076
-694
64
$952K 0.45%
3,037
-153
65
$946K 0.45%
6,889
+1,063
66
$933K 0.45%
4,230
-49
67
$900K 0.43%
8,424
-492
68
$896K 0.43%
16,733
-1,195
69
$872K 0.42%
8,399
-344
70
$869K 0.42%
11,533
-3
71
$861K 0.41%
30,777
-600
72
$859K 0.41%
8,849
-9
73
$851K 0.41%
1,930
-38
74
$835K 0.4%
3,537
-9
75
$833K 0.4%
20,955
-39
1 2
3
4 5