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
$171M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$582K
3
+$499K
4
BMY icon
Bristol-Myers Squibb
BMY
+$325K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$322K

Top Sells

1
+$298K
2
+$241K
3
+$202K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$199K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$187K

Sector Composition

1 Technology 9.74%
2 Healthcare 7.21%
3 Industrials 4.98%
4 Communication Services 4.52%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$631K 0.37%
10,335
+53
77
$619K 0.36%
8,330
+11
78
$612K 0.36%
4,285
-330
79
$608K 0.36%
9,080
+520
80
$593K 0.35%
12,634
+3,146
81
$590K 0.35%
5,065
-1,605
82
$588K 0.34%
9,265
+48
83
$581K 0.34%
3,248
-89
84
$579K 0.34%
5,351
85
$577K 0.34%
10,392
+39
86
$566K 0.33%
19,980
-1,760
87
$557K 0.33%
24,234
-8,654
88
$547K 0.32%
5,920
+80
89
$544K 0.32%
8,775
+214
90
$532K 0.31%
6,268
+6
91
$532K 0.31%
11,960
92
$523K 0.31%
3,409
-854
93
$518K 0.3%
1,953
94
$516K 0.3%
25,773
+1,689
95
$509K 0.3%
16,685
+347
96
$502K 0.29%
27,180
97
$499K 0.29%
+9,796
98
$491K 0.29%
2,391
-784
99
$477K 0.28%
10,611
+3,094
100
$470K 0.28%
15,514
-199
2 3
4
5 6