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
$197M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$855K
3
+$540K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$388K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$386K

Top Sells

1
+$592K
2
+$387K
3
+$318K
4
KR icon
Kroger
KR
+$303K
5
CB icon
Chubb
CB
+$226K

Sector Composition

1 Technology 8.24%
2 Healthcare 6.47%
3 Industrials 4.89%
4 Consumer Discretionary 4.38%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$449K 0.23%
1,894
+41
102
$445K 0.23%
1,190
+5
103
$441K 0.22%
1,250
104
$440K 0.22%
32,960
+240
105
$409K 0.21%
1,845
106
$395K 0.2%
2,215
-20
107
$379K 0.19%
7,278
+1,825
108
$372K 0.19%
4,896
+304
109
$367K 0.19%
5,673
110
$365K 0.19%
3,610
+300
111
$363K 0.18%
4,357
+668
112
$354K 0.18%
744
+37
113
$344K 0.17%
2,075
+339
114
$340K 0.17%
4,479
-24
115
$337K 0.17%
5,500
+500
116
$334K 0.17%
6,091
+432
117
$334K 0.17%
1,492
-125
118
$323K 0.16%
2,300
-525
119
$299K 0.15%
+7,722
120
$288K 0.15%
11,446
-2,820
121
$288K 0.15%
8,733
-369
122
$285K 0.14%
5,208
+436
123
$284K 0.14%
3,632
-1,108
124
$273K 0.14%
5,000
125
$269K 0.14%
6,014
2 3 4
5
6