BIA
Bigelow Investment Advisors Portfolio holdings
AUM
$248M
1-Year Est. Return
14.45%
1 Year Est. Return
+14.45%
AUM
$248M
AUM Growth
+$21.1M
(+9.3%)
Holding
152
Top Buys
| 1 | +$5.23M | |
| 2 | +$1.29M | |
| 3 | +$791K | |
| 4 |
iShares Gold Trust
IAU
|
+$605K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$484K |
Top Sells
| 1 | +$1.63M | |
| 2 | +$1.11M | |
| 3 | +$545K | |
| 4 |
UnitedHealth
UNH
|
+$539K |
| 5 |
iShares Biotechnology ETF
IBB
|
+$468K |
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 | |
|---|---|---|---|---|---|---|
151
Novo Nordisk
NVO
$211B
| – | – |
-3,084
|
|
||
152
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$547M
| – | – |
-7,042
|
|