BIA

Biondo Investment Advisors Portfolio holdings

AUM $759M
1-Year Est. Return 16.64%
This Quarter Est. Return
1 Year Est. Return
+16.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$1.42M
3
+$1.33M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.22M
5
SIVB
SVB Financial Group
SIVB
+$967K

Top Sells

1
+$4.25M
2
+$3.04M
3
+$1.45M
4
COIN icon
Coinbase
COIN
+$585K
5
AAPL icon
Apple
AAPL
+$394K

Sector Composition

1 Healthcare 29.65%
2 Technology 19.55%
3 Financials 11.41%
4 Consumer Discretionary 8.8%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.58M 1.67%
70,053
+2,685
27
$7.1M 1.56%
28,972
+1,260
28
$7.09M 1.56%
33,757
+1,635
29
$6.73M 1.48%
132,578
+5,864
30
$6.73M 1.48%
140,462
+7,841
31
$6.03M 1.33%
33,095
+1,870
32
$5.67M 1.25%
373,990
+5,930
33
$5.33M 1.17%
28,417
+457
34
$5.24M 1.15%
55,163
+4,163
35
$5.23M 1.15%
47,775
+2,703
36
$4.26M 0.94%
96,425
+6,890
37
$4.24M 0.93%
107,598
+2,705
38
$4.12M 0.91%
21,533
+3,140
39
$3.96M 0.87%
51,906
+1,590
40
$3.49M 0.77%
28,810
+675
41
$3.36M 0.74%
23,542
+330
42
$2.86M 0.63%
20,941
+403
43
$2.72M 0.6%
15,813
+440
44
$1.49M 0.33%
39,025
+1,245
45
$1.44M 0.32%
6,587
+476
46
$1.35M 0.3%
9,874
+808
47
$1.28M 0.28%
16,179
+1,439
48
$1.27M 0.28%
18,737
+1,136
49
$1.25M 0.28%
9,345
+380
50
$1.18M 0.26%
17,519
+775
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