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
$147M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.42M
3
+$1.88M
4
INTC icon
Intel
INTC
+$1.74M
5
XOM icon
Exxon Mobil
XOM
+$1.65M

Top Sells

1
+$344K
2
+$285K
3
+$259K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$203K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$143K

Sector Composition

1 Technology 10.56%
2 Industrials 6.8%
3 Healthcare 6.46%
4 Financials 5.4%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,693
3 4 5 6
7