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
$206M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$226K
3
+$212K
4
EA icon
Electronic Arts
EA
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$205K

Top Sells

1
+$1.83M
2
+$463K
3
+$62.6K

Sector Composition

1 Technology 8.75%
2 Healthcare 6.78%
3 Industrials 4.76%
4 Consumer Discretionary 4.64%
5 Communication Services 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$468K 0.23%
8,211
102
$436K 0.21%
744
103
$429K 0.21%
1,215
+25
104
$412K 0.2%
1,845
105
$404K 0.2%
2,215
106
$395K 0.19%
7,278
107
$391K 0.19%
5,673
108
$387K 0.19%
4,896
109
$386K 0.19%
5,500
110
$382K 0.19%
2,075
111
$378K 0.18%
4,357
112
$378K 0.18%
3,610
113
$353K 0.17%
4,479
114
$345K 0.17%
1,492
115
$336K 0.16%
6,091
116
$319K 0.15%
2,300
117
$318K 0.15%
7,722
118
$303K 0.15%
8,733
119
$298K 0.14%
11,446
120
$290K 0.14%
+4,800
121
$288K 0.14%
5,208
122
$277K 0.13%
5,000
123
$275K 0.13%
6,014
124
$275K 0.13%
971
125
$274K 0.13%
6,068
2 3 4
5
6