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
$224M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$339K
3
+$318K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$285K
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$284K

Top Sells

1
+$598K
2
+$493K
3
+$485K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$279K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$170K

Sector Composition

1 Technology 11.61%
2 Healthcare 6.94%
3 Financials 4.89%
4 Consumer Discretionary 4.74%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$222K 0.1%
1,948
-25
152
$208K 0.09%
8,738
-215
153
$206K 0.09%
+4,818
154
$205K 0.09%
+1,443
155
$202K 0.09%
5,376
-585
3 4 5 6
7