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
$183M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.88M
3
+$2.79M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.64M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.62M

Top Sells

1
+$562K
2
+$512K
3
+$474K
4
D icon
Dominion Energy
D
+$454K
5
NSC icon
Norfolk Southern
NSC
+$352K

Sector Composition

1 Technology 10.39%
2 Healthcare 8.28%
3 Consumer Discretionary 4.81%
4 Industrials 4.72%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$292K 0.16%
638
+78
127
$286K 0.16%
+2,957
128
$281K 0.15%
3,356
-6,115
129
$279K 0.15%
7,830
130
$274K 0.15%
1,096
-2
131
$272K 0.15%
2,930
+232
132
$270K 0.15%
17,828
+1,813
133
$263K 0.14%
+1,821
134
$253K 0.14%
12,949
+473
135
$252K 0.14%
1,770
136
$250K 0.14%
1,306
+36
137
$250K 0.14%
3,745
138
$247K 0.14%
+7,004
139
$243K 0.13%
995
140
$240K 0.13%
1,890
+264
141
$239K 0.13%
1,229
142
$238K 0.13%
7,521
+746
143
$236K 0.13%
+10,378
144
$231K 0.13%
2,118
-212
145
$215K 0.12%
+6,941
146
$203K 0.11%
+5,491
147
$94.1K 0.05%
11,225
148
– –
-8,126
149
– –
-1,000
150
– –
-17,189
3 4 5
6
7