BIA
Bigelow Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+6.89%
1 Year Return
+13.46%
3 Year Return
+50.43%
5 Year Return
+71.23%
10 Year Return
–
AUM
$220M
AUM Growth
+$220M
(+8.4%)
Cap. Flow
+$4.83M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
38.77%
Holding
149
New
10
Increased
62
Reduced
56
Closed
6
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$1.97M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$687K |
| 3 |
iShares GNMA Bond ETF
GNMA
|
$524K |
| 4 |
GSK
GSK
|
$495K |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$452K |
Top Sells
| 1 |
RTX Corp
RTX
|
$1.14M |
| 2 |
Apple
AAPL
|
$507K |
| 3 |
LDL
Lydall, Inc.
LDL
|
$298K |
| 4 |
Tesla
TSLA
|
$248K |
| 5 |
KSU
Kansas City Southern
KSU
|
$246K |
Sector Composition
| 1 | Technology | 8.91% |
| 2 | Healthcare | 7.37% |
| 3 | Consumer Discretionary | 4.45% |
| 4 | Communication Services | 4.32% |
| 5 | Industrials | 4.03% |
