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
$185M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$848K
2
+$611K
3
+$465K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$324K
5
ABBV icon
AbbVie
ABBV
+$255K

Top Sells

1
+$1.28M
2
+$788K
3
+$568K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$440K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K

Sector Composition

1 Technology 11.04%
2 Healthcare 7.87%
3 Consumer Discretionary 4.99%
4 Industrials 4.58%
5 Financials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$463K 0.25%
7,864
+188
102
$451K 0.24%
1,527
+27
103
$442K 0.24%
12,751
-3
104
$435K 0.24%
23,562
-688
105
$425K 0.23%
5,499
+198
106
$422K 0.23%
867
+102
107
$419K 0.23%
5,168
108
$417K 0.23%
2,550
109
$412K 0.22%
1,391
110
$412K 0.22%
3,014
+104
111
$412K 0.22%
659
+15
112
$411K 0.22%
5,224
-688
113
$410K 0.22%
848
-60
114
$410K 0.22%
3,498
-1,693
115
$404K 0.22%
3,085
+76
116
$403K 0.22%
5,583
-1,400
117
$365K 0.2%
1,741
+127
118
$364K 0.2%
5,934
-796
119
$352K 0.19%
3,356
-2,428
120
$339K 0.18%
4,632
+486
121
$336K 0.18%
1,760
-30
122
$325K 0.18%
15,717
-780
123
$310K 0.17%
1,912
+38
124
$308K 0.17%
6,005
-653
125
$302K 0.16%
1,240
-66
3 4
5
6 7