BIA
Bigelow Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+5.33%
1 Year Return
+13.46%
3 Year Return
+50.43%
5 Year Return
+71.23%
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
(+4.5%)
Cap. Flow
-$457K
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
38.46%
Holding
144
New
6
Increased
29
Reduced
1
Closed
2
Top Buys
| 1 |
LDL
Lydall, Inc.
LDL
|
$290K |
| 2 |
Waters Corp
WAT
|
$226K |
| 3 |
Analog Devices
ADI
|
$212K |
| 4 |
Electronic Arts
EA
|
$205K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$205K |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.83M |
| 2 |
CSX Corp
CSX
|
$463K |
| 3 |
Merck
MRK
|
$2.8K |
Sector Composition
| 1 | Technology | 8.75% |
| 2 | Healthcare | 6.78% |
| 3 | Industrials | 4.76% |
| 4 | Consumer Discretionary | 4.64% |
| 5 | Communication Services | 4.6% |
