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
$209M
AUM Growth
+$6.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$517K
3
+$465K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$413K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$363K

Top Sells

1
+$441K
2
+$335K
3
+$314K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$214K
5
GSK icon
GSK
GSK
+$212K

Sector Composition

1 Technology 11.87%
2 Healthcare 6.94%
3 Financials 4.67%
4 Consumer Discretionary 4.64%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$205K 0.1%
1,973
152
$203K 0.1%
8,953
-128
153
– –
-2,339
154
– –
-2,295
155
– –
-4,955
156
– –
-2,509
3 4 5 6
7