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
$203M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$952K
2
+$950K
3
+$554K
4
MDT icon
Medtronic
MDT
+$551K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$546K

Top Sells

1
+$837K
2
+$652K
3
+$572K
4
XEL icon
Xcel Energy
XEL
+$483K
5
BMY icon
Bristol-Myers Squibb
BMY
+$308K

Sector Composition

1 Technology 10.66%
2 Healthcare 7.65%
3 Consumer Discretionary 4.98%
4 Financials 4.96%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$349K 0.17%
1,341
+366
127
$345K 0.17%
+95
128
$337K 0.17%
1,123
-117
129
$330K 0.16%
980
+40
130
$325K 0.16%
1,611
+11
131
$322K 0.16%
1,564
-196
132
$318K 0.16%
7,342
-4,195
133
$302K 0.15%
22,741
+3,387
134
$294K 0.14%
1,096
135
$285K 0.14%
3,745
136
$283K 0.14%
1,794
+3
137
$281K 0.14%
1,837
-86
138
$272K 0.13%
945
-25
139
$272K 0.13%
1,046
+181
140
$271K 0.13%
3,393
141
$269K 0.13%
10,977
-115
142
$257K 0.13%
+2,005
143
$255K 0.13%
2,870
-49
144
$244K 0.12%
1,234
+5
145
$231K 0.11%
+1,447
146
$227K 0.11%
7,048
147
$224K 0.11%
1,973
-21
148
$214K 0.11%
5,852
+1
149
$214K 0.11%
+2,295
150
$212K 0.1%
+4,955
3 4 5
6
7