BIA

Bigelow Investment Advisors Portfolio holdings

AUM $250M
1-Year Est. Return 19.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$1.14M
3
+$770K
4
IAU icon
iShares Gold Trust
IAU
+$542K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$476K

Top Sells

1
+$1.58M
2
+$982K
3
+$524K
4
UNH icon
UnitedHealth
UNH
+$472K
5
IBB icon
iShares Biotechnology ETF
IBB
+$443K

Sector Composition

1 Technology 11.45%
2 Financials 5.15%
3 Communication Services 4.72%
4 Industrials 4.52%
5 Healthcare 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$818K 0.33%
1,715
+46
77
$808K 0.33%
9,555
+89
78
$802K 0.32%
11,503
+113
79
$799K 0.32%
2,315
-1,561
80
$758K 0.31%
9,488
+533
81
$748K 0.3%
3,654
+105
82
$743K 0.3%
6,682
-1,006
83
$734K 0.3%
793
+124
84
$723K 0.29%
5,712
-25
85
$708K 0.29%
2,619
-95
86
$707K 0.29%
1,547
-26
87
$695K 0.28%
2,873
-165
88
$693K 0.28%
3,243
+1,901
89
$692K 0.28%
2,451
90
$685K 0.28%
5,435
-739
91
$665K 0.27%
15,126
+1,040
92
$657K 0.27%
3,847
+253
93
$651K 0.26%
4,026
+36
94
$601K 0.24%
25,602
-1,138
95
$598K 0.24%
7,122
-518
96
$594K 0.24%
2,750
+50
97
$573K 0.23%
16,131
-350
98
$572K 0.23%
2,882
+136
99
$567K 0.23%
1,595
100
$566K 0.23%
4,732
+335
2 3
4
5 6