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
$206M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$226K
3
+$212K
4
EA icon
Electronic Arts
EA
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$205K

Top Sells

1
+$1.83M
2
+$463K
3
+$62.6K

Sector Composition

1 Technology 8.75%
2 Healthcare 6.78%
3 Industrials 4.76%
4 Consumer Discretionary 4.64%
5 Communication Services 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 6.89%
33,196
2
$10.5M 5.09%
384,474
3
$9.69M 4.7%
176,700
4
$8.34M 4.04%
325,516
5
$6.5M 3.15%
68,404
6
$6.45M 3.13%
41,667
+125
7
$6.27M 3.04%
362,046
8
$6.22M 3.02%
14,460
9
$5.73M 2.78%
41,866
+381
10
$5.39M 2.61%
107,821
11
$4.79M 2.32%
94,299
12
$3.83M 1.86%
14,134
+35
13
$3.82M 1.85%
71,050
+5
14
$2.75M 1.33%
16,670
+125
15
$2.73M 1.32%
149,368
16
$2.59M 1.26%
22,428
17
$2.59M 1.26%
42,845
18
$2.48M 1.2%
14,126
+200
19
$2.39M 1.16%
19,080
+40
20
$2.11M 1.02%
5,268
21
$2.03M 0.99%
35,751
22
$2.01M 0.98%
17,435
23
$1.95M 0.95%
36,768
24
$1.94M 0.94%
111,750
25
$1.84M 0.89%
25,094
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