BIA
Bigelow Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
-10.88%
1 Year Return
+13.46%
3 Year Return
+50.43%
5 Year Return
+71.23%
10 Year Return
–
AUM
$182M
AUM Growth
+$182M
(-15%)
Cap. Flow
-$6.93M
Cap. Flow
% of AUM
-3.81%
Top 10 Holdings %
Top 10 Hldgs %
34.39%
Holding
151
New
2
Increased
81
Reduced
47
Closed
10
Top Buys
| 1 |
Amazon
AMZN
|
$1.12M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$744K |
| 3 |
iShares National Muni Bond ETF
MUB
|
$664K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$605K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$268K |
Top Sells
Sector Composition
| 1 | Healthcare | 8.99% |
| 2 | Technology | 7.92% |
| 3 | Industrials | 5.16% |
| 4 | Consumer Discretionary | 4.1% |
| 5 | Communication Services | 4.09% |