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
$183M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$562K
2 +$512K
3 +$474K
4
D icon
Dominion Energy
D
+$454K
5
NSC icon
Norfolk Southern
NSC
+$352K

Sector Composition

1 Technology 10.39%
2 Healthcare 8.28%
3 Consumer Discretionary 4.81%
4 Industrials 4.72%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,600
152
0