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
76
-261,205
77
-3,080
78
-182,555
79
-443