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
$203M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$952K
2
+$950K
3
+$554K
4
MDT icon
Medtronic
MDT
+$551K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$546K

Top Sells

1
+$837K
2
+$652K
3
+$572K
4
XEL icon
Xcel Energy
XEL
+$483K
5
BMY icon
Bristol-Myers Squibb
BMY
+$308K

Sector Composition

1 Technology 10.66%
2 Healthcare 7.65%
3 Consumer Discretionary 4.98%
4 Financials 4.96%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$560K 0.28%
2,197
-249
102
$553K 0.27%
5,315
+1,959
103
$546K 0.27%
+9,481
104
$542K 0.27%
7,059
+137
105
$538K 0.26%
1,066
-14
106
$513K 0.25%
6,423
-150
107
$490K 0.24%
24,147
+8,430
108
$478K 0.24%
2,503
-47
109
$477K 0.23%
3,632
+547
110
$473K 0.23%
728
+69
111
$467K 0.23%
2,273
+532
112
$461K 0.23%
10,986
-3,993
113
$451K 0.22%
860
+12
114
$432K 0.21%
22,132
-1,430
115
$416K 0.2%
5,119
+487
116
$407K 0.2%
+3,976
117
$405K 0.2%
5,551
-32
118
$403K 0.2%
1,428
+37
119
$396K 0.19%
4,960
-264
120
$396K 0.19%
2,983
-31
121
$391K 0.19%
5,063
-436
122
$384K 0.19%
+2,930
123
$379K 0.19%
5,168
124
$367K 0.18%
707
+276
125
$366K 0.18%
3,163
-335
3 4
5
6 7