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
$224M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$339K
3
+$318K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$285K
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$284K

Top Sells

1
+$598K
2
+$493K
3
+$485K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$279K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$170K

Sector Composition

1 Technology 11.61%
2 Healthcare 6.94%
3 Financials 4.89%
4 Consumer Discretionary 4.74%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$387K 0.17%
5,057
-375
127
$383K 0.17%
1,389
+48
128
$381K 0.17%
733
+20
129
$380K 0.17%
1,564
130
$376K 0.17%
4,491
-320
131
$362K 0.16%
3,029
-44
132
$328K 0.15%
2,400
133
$318K 0.14%
7,618
+445
134
$316K 0.14%
843
-117
135
$312K 0.14%
3,745
136
$296K 0.13%
1,819
137
$296K 0.13%
1,649
+174
138
$289K 0.13%
920
-25
139
$283K 0.13%
1,229
140
$274K 0.12%
1,606
+172
141
$272K 0.12%
3,248
-145
142
$262K 0.12%
10,422
-885
143
$261K 0.12%
1,600
144
$257K 0.11%
7,053
+234
145
$256K 0.11%
976
-120
146
$253K 0.11%
2,123
+118
147
$240K 0.11%
1,630
-161
148
$238K 0.11%
840
149
$237K 0.11%
22,467
+304
150
$231K 0.1%
+2,465
3 4 5
6
7