BIA

Bigelow Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 18.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.49%
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 +$515K
2 +$282K
3 +$238K
4
ENPH icon
Enphase Energy
ENPH
+$217K
5
IBB icon
iShares Biotechnology ETF
IBB
+$213K

Top Sells

1 +$3.72M
2 +$3.56M
3 +$3.35M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.44M
5
IAU icon
iShares Gold Trust
IAU
+$2.38M

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