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
$214M
AUM Growth
-$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.03M
3
+$902K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$584K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$579K

Top Sells

1
+$2.38M
2
+$2.3M
3
+$2.03M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$718K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$445K

Sector Composition

1 Technology 8.97%
2 Healthcare 7.63%
3 Industrials 4.9%
4 Communication Services 4.27%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$778K 0.36%
28,520
+770
77
$768K 0.36%
2,175
-13
78
$757K 0.35%
6,543
+1,516
79
$753K 0.35%
3,725
+65
80
$748K 0.35%
2,094
+11
81
$743K 0.35%
5,966
+61
82
$695K 0.32%
3,003
-29
83
$694K 0.32%
1,205
84
$688K 0.32%
27,372
+6,180
85
$682K 0.32%
2,680
86
$673K 0.31%
6,739
+373
87
$666K 0.31%
28,108
+4,080
88
$605K 0.28%
7,982
+205
89
$605K 0.28%
5,422
90
$591K 0.28%
12,613
+644
91
$590K 0.28%
6,940
+250
92
$571K 0.27%
3,765
+87
93
$555K 0.26%
7,695
+49
94
$550K 0.26%
7,526
+280
95
$537K 0.25%
6,979
+1,121
96
$504K 0.24%
12,227
+1,607
97
$489K 0.23%
8,980
98
$482K 0.23%
1,159
+294
99
$481K 0.22%
4,063
-164
100
$480K 0.22%
3,449
-258
2 3
4
5 6