BIA

Bigelow Investment Advisors Portfolio holdings

AUM $250M
1-Year Est. Return 19.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$1.14M
3
+$770K
4
IAU icon
iShares Gold Trust
IAU
+$542K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$476K

Top Sells

1
+$1.58M
2
+$982K
3
+$524K
4
UNH icon
UnitedHealth
UNH
+$472K
5
IBB icon
iShares Biotechnology ETF
IBB
+$443K

Sector Composition

1 Technology 11.45%
2 Financials 5.15%
3 Communication Services 4.72%
4 Industrials 4.52%
5 Healthcare 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.54%
11,080
+270
52
$1.33M 0.53%
9,444
-422
53
$1.31M 0.53%
3,843
+32
54
$1.29M 0.52%
4,725
+105
55
$1.29M 0.52%
+8,864
56
$1.25M 0.5%
1,704
+43
57
$1.24M 0.5%
3,051
+1
58
$1.18M 0.47%
3,147
+18
59
$1.12M 0.45%
16,928
+585
60
$1.09M 0.44%
4,204
-1,302
61
$1.07M 0.43%
11,257
-617
62
$1.07M 0.43%
39,614
-247
63
$1.07M 0.43%
5,377
-12
64
$1.05M 0.43%
20,448
+268
65
$1.04M 0.42%
21,382
+560
66
$1.02M 0.41%
4,078
-33
67
$1.01M 0.41%
6,944
-86
68
$972K 0.39%
17,943
-931
69
$971K 0.39%
2,002
-37
70
$947K 0.38%
5,152
-310
71
$943K 0.38%
1,875
-5
72
$938K 0.38%
1,649
-80
73
$931K 0.38%
31,396
-1,435
74
$901K 0.36%
7,279
-42
75
$878K 0.35%
1,375
-27
1 2
3
4 5