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
$171M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$582K
3
+$499K
4
BMY icon
Bristol-Myers Squibb
BMY
+$325K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$322K

Top Sells

1
+$298K
2
+$241K
3
+$202K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$199K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$187K

Sector Composition

1 Technology 9.74%
2 Healthcare 7.21%
3 Industrials 4.98%
4 Communication Services 4.52%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$468K 0.27%
8,704
-5
102
$444K 0.26%
6,838
-9
103
$443K 0.26%
7,474
-1,603
104
$441K 0.26%
1,500
105
$437K 0.26%
1,345
-50
106
$431K 0.25%
4,965
-173
107
$431K 0.25%
3,132
108
$416K 0.24%
6,038
+600
109
$412K 0.24%
9,040
+120
110
$411K 0.24%
17,025
111
$404K 0.24%
13,950
+1,100
112
$392K 0.23%
5,651
+28
113
$385K 0.23%
1,473
114
$373K 0.22%
2,121
+14
115
$372K 0.22%
1,883
116
$367K 0.22%
3,870
+22
117
$358K 0.21%
20,950
-400
118
$357K 0.21%
2,996
-25
119
$354K 0.21%
2,954
-81
120
$350K 0.21%
5,093
+165
121
$339K 0.2%
4,748
+65
122
$335K 0.2%
2,180
123
$334K 0.2%
8,307
-246
124
$325K 0.19%
+5,069
125
$323K 0.19%
3,541
3 4
5
6 7