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
$185M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$848K
2
+$611K
3
+$465K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$324K
5
ABBV icon
AbbVie
ABBV
+$255K

Top Sells

1
+$1.28M
2
+$788K
3
+$568K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$440K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K

Sector Composition

1 Technology 11.04%
2 Healthcare 7.87%
3 Consumer Discretionary 4.99%
4 Industrials 4.58%
5 Financials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$287K 0.16%
1,096
127
$285K 0.15%
940
-130
128
$274K 0.15%
1,923
-90
129
$272K 0.15%
11,092
-935
130
$267K 0.14%
1,791
-153
131
$267K 0.14%
2,919
-323
132
$264K 0.14%
2,000
133
$263K 0.14%
3,745
134
$256K 0.14%
3,393
-1,058
135
$255K 0.14%
+1,648
136
$254K 0.14%
970
137
$244K 0.13%
1,229
138
$240K 0.13%
1,750
-20
139
$237K 0.13%
+975
140
$237K 0.13%
1,600
141
$236K 0.13%
19,354
+908
142
$230K 0.12%
2,804
-1,234
143
$226K 0.12%
7,048
-453
144
$226K 0.12%
+4,493
145
$219K 0.12%
+1,994
146
$219K 0.12%
2,459
-639
147
$213K 0.12%
5,851
-378
148
$205K 0.11%
+865
149
$205K 0.11%
8,816
-1,477
150
$203K 0.11%
+431
3 4 5
6
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