BIA

Bigelow Investment Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 14.45%
This Quarter Est. Return
1 Year Est. Return
+14.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.42M
3
+$1.9M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.54M

Top Sells

1
+$339K
2
+$285K
3
+$259K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$203K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$138K

Sector Composition

1 Technology 10.56%
2 Industrials 6.8%
3 Healthcare 6.46%
4 Financials 5.4%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$294K 0.2%
2,845
127
$292K 0.2%
+12,200
128
$286K 0.19%
+4,518
129
$283K 0.19%
3,066
130
$279K 0.19%
+3,553
131
$278K 0.19%
+7,956
132
$270K 0.18%
+3,931
133
$255K 0.17%
1,633
-30
134
$254K 0.17%
1,731
135
$249K 0.17%
+5,215
136
$243K 0.17%
6,035
+400
137
$235K 0.16%
+6,385
138
$230K 0.16%
+14,400
139
$229K 0.16%
+4,676
140
$223K 0.15%
+2,731
141
$213K 0.14%
+5,204
142
$212K 0.14%
+2,415
143
$208K 0.14%
+4,414
144
$205K 0.14%
+9,544
145
$205K 0.14%
+2,823
146
$203K 0.14%
+3,255
147
$201K 0.14%
+2,025
148
$121K 0.08%
+10,965
149
– –
-4,693
150
– –
-3,570
3 4 5
6
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