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
$100M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 5.68%
2 Industrials 4.68%
3 Financials 3.45%
4 Technology 3.11%
5 Consumer Staples 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$10.1M 10.02%
+37,664
2
$7.84M 7.81%
+301,402
3
$5.56M 5.54%
+63,616
4
$5.5M 5.48%
+105,260
5
$4.12M 4.11%
+40,412
6
$3.16M 3.15%
+83,260
7
$2.61M 2.6%
+245,856
8
$2.53M 2.52%
+23,029
9
$2.46M 2.45%
+22,492
10
$2.12M 2.11%
+15,145
11
$1.74M 1.73%
+31,800
12
$1.68M 1.67%
+10,184
13
$1.68M 1.67%
+94,359
14
$1.59M 1.58%
+18,545
15
$1.43M 1.43%
+31,906
16
$1.42M 1.42%
+7,217
17
$1.28M 1.27%
+11,886
18
$1.1M 1.1%
+5,004
19
$1.1M 1.1%
+18,420
20
$1.06M 1.06%
+6,907
21
$1.05M 1.04%
+37,522
22
$987K 0.98%
+11,075
23
$981K 0.98%
+91,224
24
$974K 0.97%
+7,745
25
$959K 0.96%
+4,714