BIA

Bigelow Investment Advisors Portfolio holdings

AUM $250M
1-Year Est. Return 19.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$1.14M
3
+$770K
4
IAU icon
iShares Gold Trust
IAU
+$542K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$476K

Top Sells

1
+$1.58M
2
+$982K
3
+$524K
4
UNH icon
UnitedHealth
UNH
+$472K
5
IBB icon
iShares Biotechnology ETF
IBB
+$443K

Sector Composition

1 Technology 11.45%
2 Financials 5.15%
3 Communication Services 4.72%
4 Industrials 4.52%
5 Healthcare 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$558K 0.22%
5,412
+724
102
$557K 0.22%
5,018
103
$555K 0.22%
2,967
+45
104
$548K 0.22%
6,658
-221
105
$543K 0.22%
6,506
-837
106
$541K 0.22%
1,802
-20
107
$541K 0.22%
19,373
-2,130
108
$536K 0.22%
7,997
-397
109
$534K 0.22%
5,720
110
$534K 0.22%
24,744
-7,031
111
$528K 0.21%
2,240
-46
112
$522K 0.21%
1,238
+4
113
$512K 0.21%
9,996
+831
114
$505K 0.2%
3,498
-3,242
115
$497K 0.2%
652
+95
116
$484K 0.2%
9,565
-500
117
$480K 0.19%
5,162
118
$454K 0.18%
1,915
+156
119
$447K 0.18%
4,199
-593
120
$422K 0.17%
618
-32
121
$411K 0.17%
1,164
+33
122
$401K 0.16%
1,262
-337
123
$399K 0.16%
501
+163
124
$397K 0.16%
649
-52
125
$371K 0.15%
2,390
3 4
5
6 7