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
$203M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$952K
2
+$950K
3
+$554K
4
MDT icon
Medtronic
MDT
+$551K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$546K

Top Sells

1
+$837K
2
+$652K
3
+$572K
4
XEL icon
Xcel Energy
XEL
+$483K
5
BMY icon
Bristol-Myers Squibb
BMY
+$308K

Sector Composition

1 Technology 10.66%
2 Healthcare 7.65%
3 Consumer Discretionary 4.98%
4 Financials 4.96%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$802K 0.39%
3,242
+113
77
$799K 0.39%
5,826
+1,773
78
$798K 0.39%
8,858
+1
79
$796K 0.39%
20,994
+154
80
$767K 0.38%
1,579
-101
81
$736K 0.36%
2,539
-123
82
$731K 0.36%
3,546
+1,634
83
$702K 0.35%
14,063
-352
84
$699K 0.34%
10,437
+4,503
85
$698K 0.34%
18,816
+6,065
86
$662K 0.33%
7,168
-1
87
$656K 0.32%
6,471
88
$653K 0.32%
3,105
-80
89
$649K 0.32%
6,790
-570
90
$647K 0.32%
6,691
+125
91
$622K 0.31%
2,887
-240
92
$610K 0.3%
12,030
93
$603K 0.3%
8,312
+448
94
$584K 0.29%
1,421
+108
95
$581K 0.29%
957
+90
96
$575K 0.28%
785
+3
97
$571K 0.28%
4,008
+2,258
98
$568K 0.28%
1,551
+24
99
$567K 0.28%
1,882
-27
100
$565K 0.28%
22,948
+60
2 3
4
5 6