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
$144M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$831K
3
+$804K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$569K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$437K

Top Sells

1
+$1.6M
2
+$570K
3
+$440K
4
ADP icon
Automatic Data Processing
ADP
+$402K
5
PG icon
Procter & Gamble
PG
+$398K

Sector Composition

1 Technology 10.43%
2 Healthcare 7.7%
3 Industrials 6%
4 Communication Services 4.83%
5 Financials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$557K 0.39%
2,365
-62
77
$557K 0.39%
9,905
-3,728
78
$525K 0.36%
23,624
-320
79
$506K 0.35%
7,777
80
$502K 0.35%
2,060
-31
81
$499K 0.35%
9,375
+79
82
$496K 0.34%
4,539
+424
83
$484K 0.34%
6,426
-486
84
$482K 0.33%
4,646
85
$480K 0.33%
9,966
-3,370
86
$479K 0.33%
13,138
-4,000
87
$477K 0.33%
2,900
-104
88
$477K 0.33%
9,138
-231
89
$472K 0.33%
5,300
+840
90
$471K 0.33%
16,325
-661
91
$459K 0.32%
28,580
-4,400
92
$444K 0.31%
17,790
93
$439K 0.3%
24,066
+21
94
$430K 0.3%
10,115
-316
95
$429K 0.3%
17,326
+1,918
96
$427K 0.3%
5,338
-500
97
$426K 0.3%
19,550
-2,300
98
$411K 0.29%
15,900
-4,850
99
$410K 0.28%
7,926
-2,825
100
$401K 0.28%
1,465
-200
2 3
4
5 6