BIA

Bigelow Investment Advisors Portfolio holdings

AUM $250M
1-Year Est. Return 19.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$1.14M
3
+$770K
4
IAU icon
iShares Gold Trust
IAU
+$542K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$476K

Top Sells

1
+$1.58M
2
+$982K
3
+$524K
4
UNH icon
UnitedHealth
UNH
+$472K
5
IBB icon
iShares Biotechnology ETF
IBB
+$443K

Sector Composition

1 Technology 11.45%
2 Financials 5.15%
3 Communication Services 4.72%
4 Industrials 4.52%
5 Healthcare 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$366K 0.15%
15,741
-295
127
$366K 0.15%
4,044
-178
128
$361K 0.15%
3,681
-107
129
$350K 0.14%
1,719
+122
130
$339K 0.14%
2,627
+457
131
$337K 0.14%
13,223
-1,670
132
$330K 0.13%
1,087
-27
133
$320K 0.13%
4,784
-168
134
$308K 0.12%
3,295
+16
135
$302K 0.12%
1,229
136
$300K 0.12%
3,753
-600
137
$295K 0.12%
+1,957
138
$284K 0.11%
1,407
-432
139
$279K 0.11%
2,788
-37
140
$263K 0.11%
720
141
$260K 0.1%
+930
142
$256K 0.1%
5,890
-8
143
$250K 0.1%
957
-19
144
$243K 0.1%
7,726
+755
145
$241K 0.1%
1,803
-51
146
$237K 0.1%
6,265
+209
147
$221K 0.09%
936
+65
148
$206K 0.08%
1,450
149
$202K 0.08%
+2,405
150
– –
-888
3 4 5
6
7