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
$214M
AUM Growth
-$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$2.38M
2 +$2.3M
3 +$2.03M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$718K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$445K

Sector Composition

1 Technology 8.97%
2 Healthcare 7.63%
3 Industrials 4.9%
4 Communication Services 4.27%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,295
152
-840