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
$157M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$986K
3 +$886K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$621K
5
XOM icon
Exxon Mobil
XOM
+$529K

Top Sells

1 +$243K
2 +$240K
3 +$213K
4
HPQ icon
HP
HPQ
+$204K
5
AX icon
Axos Financial
AX
+$103K

Sector Composition

1 Technology 9.61%
2 Healthcare 6.5%
3 Industrials 5.15%
4 Communication Services 4.69%
5 Financials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$120K 0.08%
21,474
+1,414
152
-3,524
153
-9,810
154
-1,938