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
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.84M
3
+$5.56M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 5.68%
2 Industrials 4.68%
3 Financials 3.45%
4 Technology 3.11%
5 Consumer Staples 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$362K 0.36%
+7,884
77
$354K 0.35%
+4,811
78
$349K 0.35%
+9,140
79
$339K 0.34%
+1,625
80
$329K 0.33%
+2,419
81
$327K 0.33%
+2,430
82
$314K 0.31%
+1,623
83
$303K 0.3%
+3,066
84
$300K 0.3%
+2,845
85
$286K 0.29%
+1,663
86
$286K 0.29%
+2,372
87
$285K 0.28%
+4,693
88
$265K 0.26%
+4,645
89
$264K 0.26%
+10,560
90
$259K 0.26%
+3,570
91
$257K 0.26%
+1,731
92
$253K 0.25%
+10,132
93
$245K 0.24%
+7,135
94
$219K 0.22%
+4,420
95
$213K 0.21%
+5,635
96
$203K 0.2%
+2,443
1 2 3
4