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
$147M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.42M
3
+$1.9M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.54M

Top Sells

1
+$339K
2
+$285K
3
+$259K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$203K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$138K

Sector Composition

1 Technology 10.56%
2 Industrials 6.8%
3 Healthcare 6.46%
4 Financials 5.4%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.77M 6.64%
37,139
-525
2
$7.78M 5.28%
305,036
+3,634
3
$6.08M 4.13%
71,716
+8,100
4
$5.64M 3.83%
108,760
+3,500
5
$4.1M 2.79%
40,603
+191
6
$3.42M 2.32%
81,612
+65,804
7
$3.12M 2.12%
83,210
-50
8
$2.88M 1.96%
274,062
+28,206
9
$2.85M 1.94%
31,273
+26,503
10
$2.78M 1.89%
15,127
+7,910
11
$2.56M 1.74%
23,678
+649
12
$2.46M 1.67%
19,182
+4,037
13
$2.44M 1.66%
22,757
+265
14
$2.25M 1.53%
30,157
+20,601
15
$1.98M 1.35%
46,238
+30,247
16
$1.9M 1.29%
+36,540
17
$1.87M 1.27%
+23,846
18
$1.79M 1.22%
10,496
+312
19
$1.7M 1.15%
31,680
-120
20
$1.67M 1.13%
94,557
+198
21
$1.66M 1.13%
20,915
+15,136
22
$1.59M 1.08%
19,305
+760
23
$1.48M 1%
+54,802
24
$1.45M 0.99%
32,856
+950
25
$1.38M 0.94%
+28,865
1
2 3 4 5