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
$147M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.42M
3
+$1.9M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.54M

Top Sells

1
+$339K
2
+$285K
3
+$259K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$203K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$138K

Sector Composition

1 Technology 10.56%
2 Industrials 6.8%
3 Healthcare 6.46%
4 Financials 5.4%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$586K 0.4%
17,200
+2,100
77
$585K 0.4%
+3,610
78
$577K 0.39%
+9,450
79
$556K 0.38%
+20,296
80
$554K 0.38%
26,300
-16,100
81
$543K 0.37%
+5,246
82
$535K 0.36%
18,615
-130
83
$528K 0.36%
3,266
-129
84
$518K 0.35%
10,090
+5,670
85
$514K 0.35%
7,400
+100
86
$511K 0.35%
+6,350
87
$504K 0.34%
+8,700
88
$502K 0.34%
+36,780
89
$502K 0.34%
9,432
+2,250
90
$494K 0.34%
10,520
+2,636
91
$492K 0.33%
9,523
+2,167
92
$487K 0.33%
6,793
+1,620
93
$481K 0.33%
2,747
-68
94
$472K 0.32%
6,778
+83
95
$472K 0.32%
24,704
+1,540
96
$442K 0.3%
+7,615
97
$441K 0.3%
10,826
+1,686
98
$433K 0.29%
+2,826
99
$423K 0.29%
7,053
+2,408
100
$423K 0.29%
+21,200
2 3
4
5 6