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
$157M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$986K
3
+$886K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$621K
5
XOM icon
Exxon Mobil
XOM
+$529K

Top Sells

1
+$243K
2
+$240K
3
+$213K
4
HPQ icon
HP
HPQ
+$204K
5
AX icon
Axos Financial
AX
+$103K

Sector Composition

1 Technology 9.61%
2 Healthcare 6.5%
3 Industrials 5.15%
4 Communication Services 4.69%
5 Financials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$623K 0.4%
12,385
+2,793
77
$617K 0.39%
21,740
-8,558
78
$598K 0.38%
9,217
-88
79
$588K 0.37%
20,865
+3,135
80
$586K 0.37%
3,745
81
$573K 0.36%
10,282
+127
82
$565K 0.36%
3,175
-193
83
$558K 0.35%
21,940
+11,060
84
$554K 0.35%
5,351
+580
85
$543K 0.35%
3,337
-29
86
$543K 0.35%
10,353
-259
87
$529K 0.34%
8,560
+1,330
88
$525K 0.33%
8,319
+2,008
89
$516K 0.33%
8,561
+341
90
$507K 0.32%
5,840
+400
91
$502K 0.32%
9,077
-639
92
$489K 0.31%
6,262
+196
93
$489K 0.31%
16,338
+13
94
$482K 0.31%
1,953
95
$482K 0.31%
11,960
96
$455K 0.29%
24,084
+2,244
97
$445K 0.28%
3,132
98
$444K 0.28%
27,180
-1,000
99
$434K 0.28%
15,713
-3,718
100
$434K 0.28%
6,847
-475
2 3
4
5 6