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
$220M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$687K
3
+$524K
4
GSK icon
GSK
GSK
+$495K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$452K

Top Sells

1
+$1.14M
2
+$507K
3
+$298K
4
TSLA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$452K 0.21%
7,246
+750
102
$444K 0.2%
5,590
-350
103
$436K 0.2%
8,813
-465
104
$435K 0.2%
7,745
+80
105
$422K 0.19%
1,573
106
$403K 0.18%
3,599
-275
107
$400K 0.18%
1,622
108
$400K 0.18%
1,982
+25
109
$398K 0.18%
5,478
-100
110
$393K 0.18%
7,214
+270
111
$386K 0.18%
4,909
-70
112
$364K 0.17%
2,547
-40
113
$362K 0.16%
7,200
+915
114
$340K 0.15%
2,545
-436
115
$336K 0.15%
2,892
+165
116
$335K 0.15%
11,299
+1,341
117
$331K 0.15%
+9,200
118
$323K 0.15%
6,014
119
$321K 0.15%
2,050
-150
120
$306K 0.14%
2,848
+213
121
$302K 0.14%
7,590
-415
122
$298K 0.14%
2,263
+628
123
$297K 0.14%
865
-7
124
$296K 0.13%
9,246
125
$290K 0.13%
1,095
-25
2 3 4
5
6