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
$168M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$387K
2
+$277K
3
+$272K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$270K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Top Sells

1
+$1.4M
2
+$1.11M
3
+$965K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$668K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$623K

Sector Composition

1 Healthcare 9.16%
2 Technology 8.37%
3 Industrials 5.08%
4 Consumer Discretionary 4.67%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$618K 0.37%
3,749
-65
77
$616K 0.37%
4,268
-139
78
$608K 0.36%
12,045
79
$603K 0.36%
8,481
+394
80
$603K 0.36%
4,525
+455
81
$586K 0.35%
8,485
+1,028
82
$584K 0.35%
6,788
+88
83
$574K 0.34%
2,019
84
$569K 0.34%
5,931
+236
85
$562K 0.34%
8,778
+90
86
$560K 0.33%
7,977
-18
87
$556K 0.33%
9,104
-276
88
$555K 0.33%
6,059
+1,802
89
$554K 0.33%
1,172
90
$545K 0.33%
38,738
-4,388
91
$535K 0.32%
1,641
+36
92
$528K 0.32%
14,469
+2,505
93
$516K 0.31%
3,476
+524
94
$510K 0.3%
26,968
-740
95
$510K 0.3%
5,380
+200
96
$502K 0.3%
16,638
+3,797
97
$502K 0.3%
7,050
+239
98
$497K 0.3%
1,490
+83
99
$495K 0.3%
7,823
+909
100
$473K 0.28%
5,962
-610
2 3
4
5 6