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
$144M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$817K
3
+$800K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$554K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$420K

Top Sells

1
+$1.51M
2
+$528K
3
+$407K
4
ADP icon
Automatic Data Processing
ADP
+$402K
5
VZ icon
Verizon
VZ
+$376K

Sector Composition

1 Technology 10.43%
2 Healthcare 7.7%
3 Industrials 6%
4 Communication Services 4.83%
5 Financials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,800
152
– –
-5,257
153
– –
-8,791
154
– –
-4,965
155
– –
-2,610
156
– –
-11,260
157
– –
-3,531
158
– –
-3,069
3 4 5 6
7