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
$174M
AUM Growth
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$511K
2 +$273K
3 +$237K
4
MPC icon
Marathon Petroleum
MPC
+$216K
5
ENPH icon
Enphase Energy
ENPH
+$210K

Top Sells

1 +$3.66M
2 +$3.54M
3 +$3.33M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.43M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.31M

Sector Composition

1 Technology 9.82%
2 Healthcare 8.55%
3 Industrials 5.18%
4 Consumer Discretionary 4.68%
5 Financials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,236
152
-5,714