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
$209M
AUM Growth
+$6.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$517K
3
+$465K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$413K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$363K

Top Sells

1
+$441K
2
+$335K
3
+$314K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$214K
5
GSK icon
GSK
GSK
+$212K

Sector Composition

1 Technology 11.87%
2 Healthcare 6.94%
3 Financials 4.67%
4 Consumer Discretionary 4.64%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$359K 0.17%
+10,542
127
$358K 0.17%
5,017
-102
128
$355K 0.17%
3,073
-90
129
$353K 0.17%
5,143
-25
130
$350K 0.17%
960
-20
131
$336K 0.16%
1,564
132
$332K 0.16%
1,341
133
$292K 0.14%
3,745
134
$286K 0.14%
2,005
135
$281K 0.13%
945
136
$281K 0.13%
7,173
-169
137
$281K 0.13%
1,229
-5
138
$280K 0.13%
1,791
-3
139
$278K 0.13%
22,163
-578
140
$278K 0.13%
1,600
-11
141
$277K 0.13%
11,307
+330
142
$266K 0.13%
3,393
143
$260K 0.12%
1,096
144
$248K 0.12%
1,819
-18
145
$245K 0.12%
2,400
-470
146
$243K 0.12%
+1,434
147
$229K 0.11%
6,819
-229
148
$225K 0.11%
840
-206
149
$220K 0.1%
1,475
+28
150
$216K 0.1%
5,961
+109
3 4 5
6
7