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
$144M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$831K
3
+$804K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$569K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$437K

Top Sells

1
+$1.6M
2
+$570K
3
+$440K
4
ADP icon
Automatic Data Processing
ADP
+$402K
5
PG icon
Procter & Gamble
PG
+$398K

Sector Composition

1 Technology 10.43%
2 Healthcare 7.7%
3 Industrials 6%
4 Communication Services 4.83%
5 Financials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$397K 0.28%
6,127
-175
102
$397K 0.28%
6,712
+1,762
103
$393K 0.27%
10,989
-1,625
104
$390K 0.27%
3,148
-250
105
$387K 0.27%
1,600
+25
106
$386K 0.27%
2,975
107
$381K 0.26%
8,920
-150
108
$374K 0.26%
8,583
-1,178
109
$374K 0.26%
1,485
+17
110
$368K 0.26%
5,367
-42
111
$360K 0.25%
4,518
112
$353K 0.24%
3,271
113
$341K 0.24%
4,236
-1,754
114
$334K 0.23%
1,760
+230
115
$327K 0.23%
5,605
-3,575
116
$322K 0.22%
3,501
-957
117
$319K 0.22%
4,900
-320
118
$311K 0.22%
3,456
-1,364
119
$307K 0.21%
15,600
120
$307K 0.21%
3,249
-1,235
121
$305K 0.21%
2,180
+75
122
$303K 0.21%
5,867
+1,460
123
$297K 0.21%
+4,786
124
$296K 0.21%
1,326
-1,972
125
$279K 0.19%
3,126
-500
3 4
5
6 7