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
$224M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$339K
3
+$318K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$285K
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$284K

Top Sells

1
+$598K
2
+$493K
3
+$485K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$279K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$170K

Sector Composition

1 Technology 11.61%
2 Healthcare 6.94%
3 Financials 4.89%
4 Consumer Discretionary 4.74%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$884K 0.39%
8,042
+2,076
77
$875K 0.39%
30,222
-555
78
$874K 0.39%
8,036
-363
79
$865K 0.39%
21,792
+837
80
$837K 0.37%
5,755
+1,482
81
$807K 0.36%
8,408
+40
82
$800K 0.36%
1,584
+38
83
$792K 0.35%
10,154
-63
84
$784K 0.35%
33,842
+5,484
85
$770K 0.34%
6,681
-6
86
$767K 0.34%
3,183
-60
87
$745K 0.33%
6,960
+908
88
$731K 0.33%
3,617
+80
89
$724K 0.32%
6,472
-1
90
$709K 0.32%
1,000
+44
91
$704K 0.31%
1,688
+269
92
$698K 0.31%
13,463
-40
93
$695K 0.31%
2,538
+1
94
$693K 0.31%
782
95
$681K 0.3%
3,084
-22
96
$672K 0.3%
6,189
-1,435
97
$662K 0.3%
18,439
+7,897
98
$662K 0.3%
6,910
-15
99
$640K 0.29%
18,525
-291
100
$637K 0.28%
6,130
-600
2 3
4
5 6