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
$157M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$986K
3
+$886K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$621K
5
XOM icon
Exxon Mobil
XOM
+$529K

Top Sells

1
+$243K
2
+$240K
3
+$213K
4
HPQ icon
HP
HPQ
+$204K
5
AX icon
Axos Financial
AX
+$103K

Sector Composition

1 Technology 9.61%
2 Healthcare 6.5%
3 Industrials 5.15%
4 Communication Services 4.69%
5 Financials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$298K 0.19%
5,855
-650
127
$292K 0.19%
8,553
-100
128
$289K 0.18%
3,208
-293
129
$280K 0.18%
1,736
-39
130
$279K 0.18%
1,249
-205
131
$278K 0.18%
18,640
+2,720
132
$272K 0.17%
4,926
-525
133
$256K 0.16%
5,517
-160
134
$256K 0.16%
3,774
-9
135
$253K 0.16%
6,755
-125
136
$251K 0.16%
4,520
+490
137
$251K 0.16%
6,438
-170
138
$244K 0.16%
3,126
139
$241K 0.15%
9,650
-825
140
$232K 0.15%
2,675
-320
141
$228K 0.14%
1,163
-50
142
$219K 0.14%
1,304
-66
143
$218K 0.14%
1,290
144
$217K 0.14%
3,900
145
$216K 0.14%
+1,908
146
$214K 0.14%
3,994
-420
147
$211K 0.13%
+48,400
148
$210K 0.13%
1,636
149
$205K 0.13%
3,804
-500
150
$202K 0.13%
+2,168
3 4 5
6
7