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
$172M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 9.82%
2 Technology 8.57%
3 Industrials 5.64%
4 Consumer Discretionary 4.69%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,123