BIA
Bigelow Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
-5.46%
1 Year Return
+13.46%
3 Year Return
+50.43%
5 Year Return
+71.23%
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(-7.9%)
Cap. Flow
-$804K
Cap. Flow
% of AUM
-0.48%
Top 10 Holdings %
Top 10 Hldgs %
33.53%
Holding
144
New
3
Increased
81
Reduced
43
Closed
6
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.63M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.41M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$387K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$277K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$272K |
Top Sells
Sector Composition
| 1 | Healthcare | 9.16% |
| 2 | Technology | 8.37% |
| 3 | Industrials | 5.08% |
| 4 | Consumer Discretionary | 4.67% |
| 5 | Communication Services | 4.02% |
