BIA
Bigelow Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+8.2%
1 Year Return
+13.46%
3 Year Return
+50.43%
5 Year Return
+71.23%
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+12%)
Cap. Flow
+$9.74M
Cap. Flow
% of AUM
5.16%
Top 10 Holdings %
Top 10 Hldgs %
39.73%
Holding
144
New
7
Increased
72
Reduced
50
Closed
6
Top Buys
| 1 |
iShares GNMA Bond ETF
GNMA
|
$1.52M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.45M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$1.41M |
| 4 |
NextEra Energy, Inc.
NEE
|
$1.41M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.22M |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
$963K |
| 2 |
Apple
AAPL
|
$383K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$376K |
| 4 |
iShares International Equity Factor ETF
INTF
|
$368K |
| 5 |
Teladoc Health
TDOC
|
$368K |
Sector Composition
| 1 | Technology | 8.67% |
| 2 | Healthcare | 6.7% |
| 3 | Industrials | 4.48% |
| 4 | Consumer Discretionary | 4.39% |
| 5 | Communication Services | 4.23% |
