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
$172M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$782K
3
+$746K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$553K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$470K

Top Sells

1
+$2M
2
+$1.8M
3
+$1.17M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$855K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$664K

Sector Composition

1 Healthcare 9.82%
2 Technology 8.57%
3 Industrials 5.64%
4 Consumer Discretionary 4.69%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$699K 0.41%
2,009
-10
77
$697K 0.4%
9,230
78
$689K 0.4%
1,689
+48
79
$683K 0.4%
6,632
-322
80
$664K 0.39%
8,425
+448
81
$650K 0.38%
3,726
-23
82
$642K 0.37%
4,413
+145
83
$631K 0.37%
8,393
-5,584
84
$622K 0.36%
12,339
+294
85
$602K 0.35%
3,477
+1
86
$602K 0.35%
18,176
+1,538
87
$598K 0.35%
7,214
+164
88
$596K 0.35%
8,508
-270
89
$585K 0.34%
1,364
-126
90
$560K 0.32%
21,178
-2,816
91
$557K 0.32%
9,079
+594
92
$554K 0.32%
7,706
-775
93
$540K 0.31%
3,214
-307
94
$526K 0.31%
35,970
+2,140
95
$497K 0.29%
7,720
-103
96
$495K 0.29%
14,141
-90
97
$480K 0.28%
6,741
-47
98
$473K 0.27%
4,479
-5,499
99
$470K 0.27%
+3,324
100
$465K 0.27%
5,418
2 3
4
5 6