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
$149M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$418K
3
+$270K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$270K
5
GNMA icon
iShares GNMA Bond ETF
GNMA
+$255K

Top Sells

1
+$349K
2
+$307K
3
+$238K
4
NVS icon
Novartis
NVS
+$233K
5
DD icon
DuPont de Nemours
DD
+$228K

Sector Composition

1 Technology 9.88%
2 Healthcare 7.11%
3 Industrials 5.55%
4 Communication Services 4.79%
5 Financials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$565K 0.38%
3,745
-300
77
$561K 0.38%
10,612
+1,474
78
$554K 0.37%
9,305
-600
79
$546K 0.37%
4,771
+125
80
$537K 0.36%
10,155
+780
81
$529K 0.35%
19,431
+150
82
$521K 0.35%
8,220
+395
83
$516K 0.35%
23,214
-410
84
$515K 0.35%
5,440
+140
85
$509K 0.34%
9,716
-250
86
$509K 0.34%
11,960
+1,845
87
$495K 0.33%
7,322
-455
88
$487K 0.33%
16,325
89
$481K 0.32%
9,592
+5,087
90
$480K 0.32%
1,953
-107
91
$479K 0.32%
17,730
+404
92
$470K 0.32%
6,066
-360
93
$459K 0.31%
28,180
-400
94
$455K 0.31%
10,988
-2,150
95
$441K 0.3%
7,230
+518
96
$439K 0.29%
17,025
-765
97
$432K 0.29%
5,138
-200
98
$430K 0.29%
1,465
99
$423K 0.28%
1,600
100
$422K 0.28%
8,199
+2,332
2 3
4
5 6