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
51
$1.17M 0.26%
32,470
+1,380
52
$1.16M 0.25%
23,017
+1,145
53
$1.07M 0.24%
22,030
+340
54
$1.04M 0.23%
3,821
-70
55
$1.04M 0.23%
10,198
+275
56
$1.04M 0.23%
9,121
+175
57
$952K 0.21%
21,526
-1,243
58
$939K 0.21%
19,713
-1,142
59
$922K 0.2%
8,570
+253
60
$917K 0.2%
29,350
+1,300
61
$915K 0.2%
23,468
-1,366
62
$911K 0.2%
9,073
-517
63
$868K 0.19%
9,778
-477
64
$808K 0.18%
7,032
+408
65
$771K 0.17%
21,415
+665
66
$643K 0.14%
+16,388
67
$535K 0.12%
905
-337
68
$386K 0.09%
77,569
-292,022
69
$356K 0.08%
1,800
70
$315K 0.07%
3,768
+495
71
$314K 0.07%
8,525
+355
72
$307K 0.07%
1,097
73
$275K 0.06%
725
74
$266K 0.06%
1,350
-50
75
$234K 0.05%
23,460
1 2
3
4