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
$183M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.88M
3
+$2.79M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.64M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.62M

Top Sells

1
+$562K
2
+$512K
3
+$474K
4
D icon
Dominion Energy
D
+$454K
5
NSC icon
Norfolk Southern
NSC
+$352K

Sector Composition

1 Technology 10.39%
2 Healthcare 8.28%
3 Consumer Discretionary 4.81%
4 Industrials 4.72%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$445K 0.24%
+5,828
102
$442K 0.24%
6,471
103
$435K 0.24%
12,754
104
$426K 0.23%
23,910
-894
105
$426K 0.23%
6,658
-80
106
$421K 0.23%
1,411
-125
107
$413K 0.23%
+17,258
108
$401K 0.22%
908
-25
109
$401K 0.22%
+5,301
110
$398K 0.22%
5,168
-250
111
$391K 0.21%
1,852
+130
112
$377K 0.21%
2,909
+46
113
$377K 0.21%
+2,113
114
$369K 0.2%
1,500
+79
115
$356K 0.19%
+4,388
116
$341K 0.19%
2,550
117
$337K 0.18%
765
+109
118
$335K 0.18%
+1,614
119
$325K 0.18%
4,476
-73
120
$320K 0.17%
2,013
121
$311K 0.17%
+3,597
122
$306K 0.17%
1,944
123
$305K 0.17%
7,516
+432
124
$301K 0.16%
4,059
+204
125
$294K 0.16%
1,070
-20
3 4
5
6 7