BIA
Biondo Investment Advisors Portfolio holdings
AUM
$759M
1-Year Return
16.64%
This Quarter Return
+13.29%
1 Year Return
+16.64%
3 Year Return
+102.11%
5 Year Return
+165.96%
10 Year Return
+637.5%
AUM
$449M
AUM Growth
+$15.2M
(+3.5%)
Cap. Flow
-$26.2M
Cap. Flow
% of AUM
-5.83%
Top 10 Holdings %
Top 10 Hldgs %
43.92%
Holding
74
New
–
Increased
21
Reduced
47
Closed
1
Top Buys
| 1 |
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
|
$504K |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$46.8K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$45.4K |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$43.5K |
| 5 |
Adobe
ADBE
|
$41.4K |
Top Sells
| 1 |
ABMD
Abiomed Inc
ABMD
|
$18.7M |
| 2 |
Amazon
AMZN
|
$1.49M |
| 3 |
Idexx Laboratories
IDXX
|
$992K |
| 4 |
Apple
AAPL
|
$826K |
| 5 |
Exxon Mobil
XOM
|
$730K |
Sector Composition
| 1 | Healthcare | 28.92% |
| 2 | Technology | 18.68% |
| 3 | Financials | 11.45% |
| 4 | Consumer Discretionary | 8.34% |
| 5 | Energy | 7.05% |
