BIA
Bigelow Investment Advisors Portfolio holdings
AUM
$248M
1-Year Est. Return
14.45%
1 Year Est. Return
+14.45%
AUM
$227M
AUM Growth
+$16.4M
(+7.8%)
Holding
151
Top Buys
| 1 | +$1.37M | |
| 2 | +$795K | |
| 3 | +$565K | |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$549K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$416K |
Top Sells
| 1 | +$1.08M | |
| 2 | +$356K | |
| 3 | +$254K | |
| 4 |
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
|
+$234K |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$219K |
Sector Composition
| 1 | Technology | 10.86% |
| 2 | Financials | 5.42% |
| 3 | Healthcare | 4.7% |
| 4 | Industrials | 4.63% |
| 5 | Communication Services | 4.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Chubb
CB
$115B
| – | – |
-673
|
|