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
$168M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$387K
2
+$277K
3
+$272K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$270K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Top Sells

1
+$1.4M
2
+$1.11M
3
+$965K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$668K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$623K

Sector Composition

1 Healthcare 9.16%
2 Technology 8.37%
3 Industrials 5.08%
4 Consumer Discretionary 4.67%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.14%
+1,673
127
$236K 0.14%
1,756
128
$236K 0.14%
5,714
-300
129
$233K 0.14%
8,437
+167
130
$231K 0.14%
1,100
131
$229K 0.14%
11,760
+2,079
132
$219K 0.13%
11,707
+1,470
133
$218K 0.13%
2,123
-166
134
$213K 0.13%
+550
135
$213K 0.13%
4,420
136
$202K 0.12%
3,745
137
$158K 0.09%
14,143
+3,041
138
$68K 0.04%
+11,225
139
– –
-9,165
140
– –
-4,839
141
– –
-9,046
142
– –
-995
143
– –
-1,907
144
– –
-654
2 3 4 5
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