BIA

Bigelow Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 18.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$951K
3 +$627K
4
VPU icon
Vanguard Utilities ETF
VPU
+$619K
5
LLY icon
Eli Lilly
LLY
+$428K

Top Sells

1 +$614K
2 +$478K
3 +$343K
4
VTV icon
Vanguard Value ETF
VTV
+$297K
5
IWF icon
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
-1,757
152
-631