BIA

Bigelow Investment Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 14.45%
This Quarter Est. Return
1 Year Est. Return
+14.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$664K
2
+$459K
3
+$317K
4
RES icon
RPC Inc
RES
+$311K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$304K

Top Sells

1
+$922K
2
+$558K
3
+$420K
4
PG icon
Procter & Gamble
PG
+$372K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$368K

Sector Composition

1 Technology 11.68%
2 Healthcare 7.04%
3 Industrials 6.65%
4 Communication Services 5.22%
5 Financials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$207K 0.14%
4,120
152
$202K 0.14%
2,614
-300
153
– –
-22,530
154
– –
-2,616
155
– –
-5,624
156
– –
-4,854
157
– –
-2,124
3 4 5 6
7