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
$172M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$782K
3
+$746K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$553K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$470K

Top Sells

1
+$2M
2
+$1.8M
3
+$1.17M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$855K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$664K

Sector Composition

1 Healthcare 9.82%
2 Technology 8.57%
3 Industrials 5.64%
4 Consumer Discretionary 4.69%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$450K 0.26%
2,652
+1,061
102
$448K 0.26%
22,130
-4,838
103
$427K 0.25%
6,499
-41
104
$420K 0.24%
17,658
-12,578
105
$406K 0.24%
25,208
-13,530
106
$405K 0.23%
1,536
-37
107
$395K 0.23%
12,754
-900
108
$387K 0.22%
847
-325
109
$386K 0.22%
4,760
-413
110
$376K 0.22%
3,078
-117
111
$375K 0.22%
1,113
+25
112
$372K 0.22%
+6,471
113
$367K 0.21%
16,695
+4,935
114
$359K 0.21%
2,550
-35
115
$359K 0.21%
8,236
-630
116
$349K 0.2%
+1,944
117
$346K 0.2%
3,152
-125
118
$343K 0.2%
2,042
-112
119
$341K 0.2%
1,425
-186
120
$339K 0.2%
3,538
-2,393
121
$314K 0.18%
2,050
122
$298K 0.17%
+933
123
$298K 0.17%
2,123
-1,064
124
$296K 0.17%
3,496
-2,466
125
$275K 0.16%
7,830
-1,150
3 4
5
6 7