BIA

Biondo Investment Advisors Portfolio holdings

AUM $827M
1-Year Est. Return 21.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.94%
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
+$437M
2
+$2.02M
3
+$1.54M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.43M
5
SIVB
SVB Financial Group
SIVB
+$1.15M

Top Sells

1
+$4.25M
2
+$3.4M
3
+$3.04M
4
COIN icon
Coinbase
COIN
+$585K
5
AAPL icon
Apple
AAPL
+$436K

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
1 2 3
4