BIA

Bigelow Investment Advisors Portfolio holdings

AUM $227M
1-Year Est. Return 13.46%
This Quarter Est. Return
1 Year Est. Return
+13.46%
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 +$2.76M
2 +$2.42M
3 +$1.9M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.54M

Top Sells

1 +$339K
2 +$285K
3 +$259K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$203K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$138K

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