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
$133M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$396K
3
+$355K
4
AMZN icon
Amazon
AMZN
+$353K
5
MBB icon
iShares MBS ETF
MBB
+$318K

Top Sells

1
+$825K
2
+$797K
3
+$693K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$586K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$557K

Sector Composition

1 Technology 9.94%
2 Healthcare 7.55%
3 Industrials 4.54%
4 Communication Services 4.19%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$345K 0.26%
4,768
-1,067
102
$343K 0.26%
8,420
-4,214
103
$341K 0.26%
8,434
-270
104
$336K 0.25%
2,231
+110
105
$335K 0.25%
3,460
+638
106
$324K 0.24%
9,658
-2,302
107
$321K 0.24%
5,414
-3,246
108
$318K 0.24%
+2,875
109
$314K 0.24%
3,823
-45
110
$311K 0.23%
5,848
+755
111
$311K 0.23%
1,095
-250
112
$302K 0.23%
5,651
113
$300K 0.23%
15,681
-1,344
114
$292K 0.22%
12,043
-4,642
115
$290K 0.22%
5,048
+300
116
$289K 0.22%
8,394
+920
117
$282K 0.21%
3,481
-60
118
$280K 0.21%
2,306
+30
119
$277K 0.21%
3,221
+267
120
$271K 0.2%
1,637
-246
121
$265K 0.2%
4,759
-310
122
$250K 0.19%
3,469
+651
123
$250K 0.19%
3,222
-648
124
$236K 0.18%
4,840
+320
125
$226K 0.17%
2,776
-220
3 4
5
6 7