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
$183M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.88M
3
+$2.79M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.64M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.62M

Top Sells

1
+$562K
2
+$512K
3
+$474K
4
D icon
Dominion Energy
D
+$454K
5
NSC icon
Norfolk Southern
NSC
+$352K

Sector Composition

1 Technology 10.39%
2 Healthcare 8.28%
3 Consumer Discretionary 4.81%
4 Industrials 4.72%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$763K 0.42%
1,939
-55
77
$741K 0.41%
2,174
-10
78
$705K 0.39%
2,845
-58
79
$683K 0.37%
8,870
+339
80
$683K 0.37%
+6,637
81
$640K 0.35%
3,419
+1
82
$630K 0.34%
2,777
-1,552
83
$620K 0.34%
+12,229
84
$619K 0.34%
7,091
+114
85
$591K 0.32%
3,189
-25
86
$583K 0.32%
1,438
+68
87
$578K 0.32%
6,436
+274
88
$575K 0.31%
20,054
+1,608
89
$557K 0.3%
7,460
90
$539K 0.29%
12,973
-421
91
$536K 0.29%
8,615
+108
92
$523K 0.29%
1,070
+93
93
$503K 0.28%
6,903
+797
94
$497K 0.27%
3,324
95
$496K 0.27%
+7,090
96
$491K 0.27%
1,711
-92
97
$476K 0.26%
21,297
+3,024
98
$463K 0.25%
21,132
-738
99
$461K 0.25%
6,910
+156
100
$456K 0.25%
847
2 3
4
5 6