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
$171M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$582K
3
+$499K
4
BMY icon
Bristol-Myers Squibb
BMY
+$325K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$322K

Top Sells

1
+$298K
2
+$241K
3
+$202K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$199K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$187K

Sector Composition

1 Technology 9.74%
2 Healthcare 7.21%
3 Industrials 4.98%
4 Communication Services 4.52%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$323K 0.19%
2,822
+914
127
$316K 0.19%
3,774
128
$313K 0.18%
9,614
129
$312K 0.18%
3,868
-125
130
$304K 0.18%
3,239
+31
131
$292K 0.17%
1,249
132
$289K 0.17%
7,900
-100
133
$289K 0.17%
49,200
+800
134
$280K 0.16%
6,755
135
$271K 0.16%
4,520
136
$270K 0.16%
1,736
137
$261K 0.15%
4,876
-50
138
$259K 0.15%
3,994
139
$257K 0.15%
5,517
140
$253K 0.15%
3,101
-25
141
$251K 0.15%
+2,276
142
$251K 0.15%
2,675
143
$246K 0.14%
3,900
144
$240K 0.14%
18,880
+240
145
$239K 0.14%
1,088
-75
146
$233K 0.14%
+2,818
147
$232K 0.14%
6,438
148
$232K 0.14%
1,304
149
$224K 0.13%
1,290
150
$223K 0.13%
1,636
3 4 5
6
7