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
$144M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$831K
3
+$804K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$569K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$437K

Top Sells

1
+$1.6M
2
+$570K
3
+$440K
4
ADP icon
Automatic Data Processing
ADP
+$402K
5
PG icon
Procter & Gamble
PG
+$398K

Sector Composition

1 Technology 10.43%
2 Healthcare 7.7%
3 Industrials 6%
4 Communication Services 4.83%
5 Financials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$275K 0.19%
7,398
+138
127
$270K 0.19%
+4,281
128
$266K 0.18%
+5,777
129
$265K 0.18%
6,630
-700
130
$263K 0.18%
+6,589
131
$262K 0.18%
1,731
-85
132
$258K 0.18%
13,260
-3,050
133
$258K 0.18%
+10,330
134
$257K 0.18%
1,837
-133
135
$256K 0.18%
2,340
+130
136
$250K 0.17%
2,995
137
$246K 0.17%
4,414
138
$239K 0.17%
+4,518
139
$233K 0.16%
+2,705
140
$229K 0.16%
20,060
141
$228K 0.16%
5,075
-5,862
142
$223K 0.15%
+4,505
143
$221K 0.15%
+1,213
144
$215K 0.15%
8,750
-4,750
145
$213K 0.15%
+4,080
146
$209K 0.14%
1,964
147
$208K 0.14%
3,861
-382
148
$206K 0.14%
2,270
-550
149
$204K 0.14%
+3,860
150
$203K 0.14%
+4,304
3 4 5
6
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