BIA
Bigelow Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+2.92%
1 Year Return
+13.46%
3 Year Return
+50.43%
5 Year Return
+71.23%
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(+4.5%)
Cap. Flow
+$4.03M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
38.54%
Holding
142
New
4
Increased
69
Reduced
52
Closed
4
Top Buys
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$592K |
| 2 |
Apple
AAPL
|
$387K |
| 3 |
CVS Health
CVS
|
$318K |
| 4 |
Kroger
KR
|
$303K |
| 5 |
Chubb
CB
|
$226K |
Sector Composition
| 1 | Technology | 8.24% |
| 2 | Healthcare | 6.47% |
| 3 | Industrials | 4.89% |
| 4 | Consumer Discretionary | 4.38% |
| 5 | Communication Services | 4.36% |
