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
$174M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$242K
2
+$240K
3
+$214K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$177K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$163K

Top Sells

1
+$279K
2
+$231K
3
+$208K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$190K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$189K

Sector Composition

1 Technology 10.4%
2 Healthcare 7.99%
3 Consumer Discretionary 4.72%
4 Industrials 4.58%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$697K 0.4%
1,595
77
$649K 0.37%
20,020
-1,304
78
$634K 0.36%
8,910
+40
79
$633K 0.36%
3,164
-25
80
$622K 0.36%
12,249
+20
81
$604K 0.35%
3,419
82
$587K 0.34%
5,191
-1,667
83
$586K 0.34%
5,784
-853
84
$568K 0.33%
6,436
85
$558K 0.32%
7,460
86
$554K 0.32%
1,467
+29
87
$553K 0.32%
1,085
+15
88
$548K 0.31%
20,027
-27
89
$543K 0.31%
2,757
-20
90
$539K 0.31%
7,129
+38
91
$531K 0.3%
24,702
+3,405
92
$530K 0.3%
11,947
-1,026
93
$514K 0.29%
1,711
94
$488K 0.28%
8,535
-80
95
$479K 0.27%
847
96
$473K 0.27%
6,983
-107
97
$473K 0.27%
22,828
+1,696
98
$471K 0.27%
3,324
99
$468K 0.27%
6,774
-129
100
$464K 0.27%
6,471
2 3
4
5 6