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
$174M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$242K
2
+$240K
3
+$214K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$177K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$163K

Top Sells

1
+$279K
2
+$231K
3
+$208K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$190K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$189K

Sector Composition

1 Technology 10.4%
2 Healthcare 7.99%
3 Consumer Discretionary 4.72%
4 Industrials 4.58%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$439K 0.25%
5,912
+84
102
$412K 0.24%
24,250
+340
103
$410K 0.24%
1,500
104
$398K 0.23%
5,301
105
$393K 0.23%
6,730
-180
106
$392K 0.23%
12,754
107
$387K 0.22%
5,168
108
$386K 0.22%
6,658
109
$381K 0.22%
1,879
+27
110
$377K 0.22%
908
111
$366K 0.21%
1,391
-20
112
$358K 0.21%
2,550
113
$353K 0.2%
7,676
+160
114
$350K 0.2%
2,910
+1
115
$329K 0.19%
644
+6
116
$328K 0.19%
1,944
117
$327K 0.19%
4,038
-350
118
$322K 0.19%
3,009
+79
119
$307K 0.18%
1,790
-323
120
$307K 0.18%
4,451
-25
121
$298K 0.17%
9,916
+2,975
122
$298K 0.17%
1,614
123
$293K 0.17%
16,497
+3,548
124
$289K 0.17%
765
125
$286K 0.16%
12,027
-5,231
2 3 4
5
6