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
$133M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$396K
3
+$355K
4
AMZN icon
Amazon
AMZN
+$353K
5
MBB icon
iShares MBS ETF
MBB
+$318K

Top Sells

1
+$825K
2
+$797K
3
+$693K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$586K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$557K

Sector Composition

1 Technology 9.94%
2 Healthcare 7.55%
3 Industrials 4.54%
4 Communication Services 4.19%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$475K 0.36%
8,009
-321
77
$473K 0.35%
3,435
-635
78
$471K 0.35%
9,690
-2,180
79
$454K 0.34%
6,073
-765
80
$447K 0.34%
3,145
-400
81
$431K 0.32%
3,370
+238
82
$423K 0.32%
2,726
-1,048
83
$409K 0.31%
1,825
-128
84
$406K 0.3%
6,124
+86
85
$406K 0.3%
1,678
+205
86
$405K 0.3%
4,932
-2,772
87
$397K 0.3%
8,545
-230
88
$396K 0.3%
+3,267
89
$395K 0.3%
5,600
-668
90
$386K 0.29%
6,019
-4,408
91
$380K 0.29%
2,807
-441
92
$378K 0.28%
4,790
-175
93
$376K 0.28%
17,097
-8,549
94
$374K 0.28%
10,875
+264
95
$370K 0.28%
23,652
-3,528
96
$355K 0.27%
+2,382
97
$355K 0.27%
11,800
-2,150
98
$355K 0.27%
2,126
-265
99
$354K 0.27%
53,680
+4,480
100
$348K 0.26%
1,220
-280
2 3
4
5 6