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
$171M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$582K
3
+$499K
4
BMY icon
Bristol-Myers Squibb
BMY
+$325K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$322K

Top Sells

1
+$298K
2
+$241K
3
+$202K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$199K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$187K

Sector Composition

1 Technology 9.74%
2 Healthcare 7.21%
3 Industrials 4.98%
4 Communication Services 4.52%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 6.8%
36,078
-200
2
$8.83M 5.17%
164,578
+36,741
3
$6.3M 3.69%
69,031
+3,524
4
$6.25M 3.66%
233,928
-420
5
$5.28M 3.09%
42,314
+1,271
6
$5M 2.93%
68,108
-1,880
7
$4.58M 2.68%
111,260
-230
8
$4.31M 2.53%
170,926
+23,040
9
$4.26M 2.49%
332,532
+15,684
10
$3.58M 2.09%
11,059
+107
11
$2.92M 1.71%
18,544
-638
12
$2.42M 1.42%
16,610
+1,914
13
$2.35M 1.38%
20,874
+1,164
14
$2.31M 1.35%
9,417
15
$2.21M 1.3%
38,140
+2,802
16
$2.15M 1.26%
19,145
+259
17
$2.09M 1.23%
43,592
+157
18
$2.04M 1.19%
14,088
-602
19
$1.95M 1.14%
97,131
+4,119
20
$1.94M 1.14%
27,820
-780
21
$1.91M 1.12%
31,842
-197
22
$1.73M 1.01%
21,336
+315
23
$1.66M 0.97%
11,271
-114
24
$1.65M 0.97%
24,680
-140
25
$1.58M 0.93%
18,844
+79
1
2 3 4 5