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
$220M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$687K
3
+$524K
4
GSK icon
GSK
GSK
+$495K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$452K

Top Sells

1
+$1.14M
2
+$507K
3
+$298K
4
TSLA icon
Tesla
TSLA
+$248K
5
KSU
Kansas City Southern
KSU
+$246K

Sector Composition

1 Technology 8.91%
2 Healthcare 7.37%
3 Consumer Discretionary 4.45%
4 Communication Services 4.32%
5 Industrials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$748K 0.34%
2,083
+14
77
$714K 0.32%
2,680
78
$707K 0.32%
6,833
-295
79
$684K 0.31%
1,205
-45
80
$682K 0.31%
11,144
-41
81
$664K 0.3%
7,777
+1,017
82
$654K 0.3%
2,188
-162
83
$646K 0.29%
3,707
+68
84
$636K 0.29%
3,678
-10
85
$615K 0.28%
6,366
+35
86
$615K 0.28%
24,028
-452
87
$611K 0.28%
31,452
+4,122
88
$602K 0.27%
11,969
+310
89
$595K 0.27%
4,227
+176
90
$578K 0.26%
21,192
-2,380
91
$570K 0.26%
1,694
+14
92
$569K 0.26%
5,422
93
$526K 0.24%
6,690
+159
94
$518K 0.24%
7,646
-185
95
$495K 0.23%
+8,980
96
$486K 0.22%
5,858
+269
97
$479K 0.22%
12,751
-900
98
$475K 0.22%
1,555
-135
99
$472K 0.21%
10,620
+882
100
$467K 0.21%
823
+18
2 3
4
5 6