BIA
Bigelow Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+7.05%
1 Year Return
+13.46%
3 Year Return
+50.43%
5 Year Return
+71.23%
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+9.6%)
Cap. Flow
+$9.53M
Cap. Flow
% of AUM
5.64%
Top 10 Holdings %
Top 10 Hldgs %
39.3%
Holding
140
New
5
Increased
54
Reduced
64
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$4.07M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.65M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.44M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$960K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$685K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$306K |
| 2 |
AT&T
T
|
$264K |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$226K |
| 4 |
AbbVie
ABBV
|
$204K |
| 5 |
Chubb
CB
|
$203K |
Sector Composition
| 1 | Technology | 9.17% |
| 2 | Healthcare | 7.1% |
| 3 | Industrials | 4.67% |
| 4 | Consumer Discretionary | 4.43% |
| 5 | Communication Services | 3.89% |
