BIA
Bigelow Investment Advisors Portfolio holdings
AUM
$256M
1-Year Est. Return
18.49%
This Fund
S&P 500
1 Year Est. Return
+18.49%
AUM
$256M
AUM Growth
+$7.95M
(+3.2%)
Holding
154
Top Buys
| 1 | +$817K | |
| 2 | +$810K | |
| 3 | +$753K | |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$608K |
| 5 |
iShares MBS ETF
MBB
|
+$402K |
Top Sells
| 1 | +$450K | |
| 2 | +$449K | |
| 3 | +$411K | |
| 4 |
iShares GNMA Bond ETF
GNMA
|
+$367K |
| 5 |
FISV
Fiserv Inc
FISV
|
+$339K |
Sector Composition
| 1 | Technology | 10.51% |
| 2 | Financials | 5.21% |
| 3 | Communication Services | 4.91% |
| 4 | Industrials | 4.61% |
| 5 | Healthcare | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Comcast
CMCSA
$112B
| – | – |
-7,726
|
|
||
|
FISV
152
Fiserv Inc
FISV
$33.8B
| – | – |
-2,627
|
|
||
153
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
| – | – |
-1,450
|
|
||
154
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.4B
| – | – |
-6,265
|
|