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
$182M
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$744K
2 +$664K
3 +$605K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$268K
5
MDT icon
Medtronic
MDT
+$229K

Sector Composition

1 Healthcare 8.99%
2 Technology 7.92%
3 Industrials 5.16%
4 Consumer Discretionary 4.1%
5 Communication Services 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,740