BIA
Bigelow Investment Advisors Portfolio holdings
AUM
$227M
1-Year Est. Return
13.46%
1 Year Est. Return
+13.46%
AUM
$210M
AUM Growth
-$2.65M
(-1.2%)
Holding
152
Top Buys
| 1 | +$1.34M | |
| 2 | +$956K | |
| 3 | +$683K | |
| 4 |
Vanguard Utilities ETF
VPU
|
+$626K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$427K |
Top Sells
| 1 | +$622K | |
| 2 | +$455K | |
| 3 | +$329K | |
| 4 |
Vanguard Value ETF
VTV
|
+$297K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$292K |
Sector Composition
| 1 | Technology | 9.91% |
| 2 | Healthcare | 5.99% |
| 3 | Financials | 5.36% |
| 4 | Consumer Discretionary | 4.52% |
| 5 | Industrials | 4.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
Vanguard Value ETF
VTV
$147B
| – | – |
-1,757
|
|
||
152
Vanguard Growth ETF
VUG
$195B
| – | – |
-631
|
|