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
$133M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$396K
3
+$355K
4
AMZN icon
Amazon
AMZN
+$353K
5
MBB icon
iShares MBS ETF
MBB
+$318K

Top Sells

1
+$825K
2
+$797K
3
+$693K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$586K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$557K

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
151
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152
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153
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-2,675
154
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-1,249
155
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-1,088
156
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-3,239
157
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-3,900
158
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-24,234
159
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-25,773
160
– –
-8,307
3 4 5 6
7