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
$147M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.42M
3
+$1.9M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.54M

Top Sells

1
+$339K
2
+$285K
3
+$259K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$203K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$138K

Sector Composition

1 Technology 10.56%
2 Industrials 6.8%
3 Healthcare 6.46%
4 Financials 5.4%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$421K 0.29%
+12,515
102
$407K 0.28%
3,640
103
$406K 0.28%
+6,281
104
$406K 0.28%
+1,965
105
$405K 0.28%
4,340
-15
106
$399K 0.27%
15,660
+5,100
107
$389K 0.26%
6,721
108
$383K 0.26%
+17,493
109
$381K 0.26%
3,458
+1,086
110
$381K 0.26%
15,282
+5,150
111
$380K 0.26%
+3,471
112
$379K 0.26%
+13,616
113
$370K 0.25%
4,871
+60
114
$369K 0.25%
2,650
+100
115
$361K 0.25%
+6,875
116
$352K 0.24%
2,575
-146
117
$348K 0.24%
+3,069
118
$335K 0.23%
+18,015
119
$327K 0.22%
+1,513
120
$320K 0.22%
2,419
121
$317K 0.22%
+3,554
122
$316K 0.21%
+1,675
123
$303K 0.21%
1,523
-100
124
$300K 0.2%
2,201
-229
125
$300K 0.2%
+6,707
3 4
5
6 7