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
$134M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$582K
3
+$483K
4
DUK icon
Duke Energy
DUK
+$416K
5
ETN icon
Eaton
ETN
+$411K

Top Sells

1
+$547K
2
+$422K
3
+$266K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$264K
5
CERN
Cerner Corp
CERN
+$263K

Sector Composition

1 Technology 10.41%
2 Healthcare 8.74%
3 Industrials 6.21%
4 Communication Services 5.25%
5 Financials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-3,800
152
– –
-6,145
153
– –
-1,410
154
– –
-4,518
155
– –
-4,120
156
– –
-1,912
157
– –
-7,756
158
– –
-4,082
159
– –
-1,213
3 4 5 6
7