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
$302M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$5.04M
2 +$3.24M
3 +$3.02M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$2.11M
5
META icon
Meta Platforms (Facebook)
META
+$562K

Top Sells

1 +$4.02M
2 +$3.8M
3 +$2.81M
4
EWK icon
iShares MSCI Belgium ETF
EWK
+$2.47M
5
UAA icon
Under Armour
UAA
+$1.85M

Sector Composition

1 Healthcare 26.04%
2 Financials 13.65%
3 Energy 11.95%
4 Communication Services 10.49%
5 Technology 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-130,943
77
-19,500
78
-8,778
79
-51,831
80
-43,612
81
-7,166