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
$168M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$387K
2
+$277K
3
+$272K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$270K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Top Sells

1
+$1.4M
2
+$1.11M
3
+$965K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$668K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$623K

Sector Composition

1 Healthcare 9.16%
2 Technology 8.37%
3 Industrials 5.08%
4 Consumer Discretionary 4.67%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$420K 0.25%
5,173
-277
102
$417K 0.25%
14,231
+714
103
$411K 0.25%
33,830
+5,340
104
$409K 0.24%
3,187
-131
105
$402K 0.24%
1,515
-12
106
$378K 0.23%
17,338
-5,738
107
$370K 0.22%
3,195
+379
108
$367K 0.22%
6,540
+106
109
$364K 0.22%
13,654
+3
110
$363K 0.22%
1,573
111
$357K 0.21%
8,866
-209
112
$334K 0.2%
5,418
-147
113
$317K 0.19%
3,277
-403
114
$317K 0.19%
2,334
+390
115
$312K 0.19%
2,154
+10
116
$307K 0.18%
2,585
-65
117
$299K 0.18%
1,088
+165
118
$292K 0.17%
2,050
119
$287K 0.17%
12,812
-866
120
$281K 0.17%
2,500
-22
121
$270K 0.16%
1,494
-75
122
$264K 0.16%
1,611
+279
123
$264K 0.16%
8,980
124
$255K 0.15%
4,549
-430
125
$246K 0.15%
1,591
+309
2 3 4
5
6