BIA
Bigelow Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
-0.24%
1 Year Return
+13.46%
3 Year Return
+50.43%
5 Year Return
+71.23%
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
(-5%)
Cap. Flow
+$3.82M
Cap. Flow
% of AUM
1.79%
Top 10 Holdings %
Top 10 Hldgs %
36.16%
Holding
157
New
2
Increased
48
Reduced
89
Closed
11
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.3M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$3.26M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$1.33M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.15M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.02M |
Top Sells
| 1 |
Garmin
GRMN
|
$1.42M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.1M |
| 3 |
Arista Networks
ANET
|
$807K |
| 4 |
Southern Copper
SCCO
|
$724K |
| 5 |
NVIDIA
NVDA
|
$443K |
Sector Composition
| 1 | Technology | 11.06% |
| 2 | Healthcare | 5.7% |
| 3 | Financials | 5.42% |
| 4 | Consumer Discretionary | 4.7% |
| 5 | Communication Services | 4.46% |
