BIA

Bigelow Investment Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 14.45%
This Quarter Est. Return
1 Year Est. Return
+14.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$791K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$344K
2
+$253K
3
+$251K
4
DIS icon
Walt Disney
DIS
+$243K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$230K

Top Sells

1
+$2.18M
2
+$579K
3
+$421K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$415K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$303K

Sector Composition

1 Technology 10.83%
2 Healthcare 6.66%
3 Industrials 6.5%
4 Financials 5.53%
5 Communication Services 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$410K 0.28%
3,535
-105
102
$407K 0.28%
1,965
103
$407K 0.28%
13,406
-210
104
$406K 0.28%
4,871
105
$395K 0.27%
6,483
-570
106
$394K 0.27%
3,571
+100
107
$392K 0.27%
17,260
-233
108
$380K 0.26%
15,793
+133
109
$378K 0.26%
17,790
-225
110
$378K 0.26%
13,300
+1,100
111
$375K 0.26%
2,826
112
$369K 0.25%
5,653
-628
113
$364K 0.25%
3,458
114
$364K 0.25%
14,632
-650
115
$364K 0.25%
3,466
+400
116
$360K 0.25%
1,725
+50
117
$349K 0.24%
7,146
+425
118
$346K 0.24%
2,550
-100
119
$336K 0.23%
6,875
120
$320K 0.22%
4,024
+470
121
$313K 0.21%
2,464
-111
122
$304K 0.21%
5,215
123
$292K 0.2%
1,513
124
$290K 0.2%
7,956
125
$285K 0.19%
6,157
-550
3 4
5
6 7