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
$214M
AUM Growth
-$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.03M
3
+$902K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$584K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$579K

Top Sells

1
+$2.38M
2
+$2.3M
3
+$2.03M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$718K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$445K

Sector Composition

1 Technology 8.97%
2 Healthcare 7.63%
3 Industrials 4.9%
4 Communication Services 4.27%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$478K 0.22%
12,751
102
$468K 0.22%
6,348
+758
103
$461K 0.22%
9,155
+1,955
104
$448K 0.21%
8,594
+1,380
105
$434K 0.2%
952
+129
106
$420K 0.2%
3,745
+146
107
$419K 0.2%
1,884
+190
108
$412K 0.19%
7,760
+15
109
$407K 0.19%
3,789
+1,723
110
$404K 0.19%
8,763
-50
111
$396K 0.19%
+3,884
112
$389K 0.18%
1,573
113
$386K 0.18%
13,907
+2,608
114
$361K 0.17%
4,909
115
$356K 0.17%
+990
116
$351K 0.16%
2,771
+508
117
$340K 0.16%
1,622
118
$336K 0.16%
1,210
-345
119
$332K 0.16%
2,550
+5
120
$332K 0.16%
2,050
121
$326K 0.15%
5,478
122
$321K 0.15%
2,099
+117
123
$320K 0.15%
9,200
124
$311K 0.15%
2,522
-25
125
$307K 0.14%
6,014
3 4
5
6 7