BIA

Bigelow Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 18.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$652K
2
+$641K
3
+$460K
4
AMZN icon
Amazon
AMZN
+$350K
5
MBB icon
iShares MBS ETF
MBB
+$313K

Top Sells

1
+$923K
2
+$825K
3
+$694K
4
VFH icon
Vanguard Financials ETF
VFH
+$693K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$571K

Sector Composition

1 Technology 9.94%
2 Healthcare 7.55%
3 Industrials 4.54%
4 Communication Services 4.19%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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