BIA
Bigelow Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
-3.86%
1 Year Return
+13.46%
3 Year Return
+50.43%
5 Year Return
+71.23%
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
(-4.8%)
Cap. Flow
-$1.19M
Cap. Flow
% of AUM
-0.68%
Top 10 Holdings %
Top 10 Hldgs %
32.82%
Holding
149
New
2
Increased
49
Reduced
60
Closed
3
Top Buys
| 1 |
Marathon Petroleum
MPC
|
$242K |
| 2 |
Enphase Energy
ENPH
|
$240K |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
$214K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$177K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$163K |
Top Sells
| 1 |
GSK
GSK
|
$279K |
| 2 |
Abbott
ABT
|
$231K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$208K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$190K |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$189K |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Healthcare | 7.99% |
| 3 | Consumer Discretionary | 4.72% |
| 4 | Industrials | 4.58% |
| 5 | Communication Services | 4.36% |
