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
$206M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$226K
3
+$212K
4
EA icon
Electronic Arts
EA
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$205K

Top Sells

1
+$1.83M
2
+$463K
3
+$62.6K

Sector Composition

1 Technology 8.75%
2 Healthcare 6.78%
3 Industrials 4.76%
4 Consumer Discretionary 4.64%
5 Communication Services 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$721K 0.35%
3,389
77
$717K 0.35%
5,115
78
$713K 0.35%
10,649
79
$707K 0.34%
27,148
80
$700K 0.34%
2,517
+132
81
$668K 0.32%
33,880
82
$664K 0.32%
11,646
83
$663K 0.32%
9,013
+40
84
$659K 0.32%
32,960
85
$642K 0.31%
5,015
86
$623K 0.3%
7,516
87
$615K 0.3%
9,329
88
$609K 0.3%
3,387
+25
89
$601K 0.29%
1,729
90
$581K 0.28%
7,146
91
$574K 0.28%
2,114
92
$573K 0.28%
8,578
+332
93
$554K 0.27%
6,267
94
$548K 0.27%
3,699
95
$532K 0.26%
3,976
96
$519K 0.25%
18,719
97
$495K 0.24%
4,266
98
$495K 0.24%
2,085
+191
99
$495K 0.24%
1,250
100
$492K 0.24%
14,957
2 3
4
5 6