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
$495M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$5.22M
3
+$4.85M
4
AMZN icon
Amazon
AMZN
+$3.67M
5
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$1.17M

Top Sells

1
+$6.36M
2
+$5.7M
3
+$378K
4
ISRG icon
Intuitive Surgical
ISRG
+$325K
5
U icon
Unity
U
+$226K

Sector Composition

1 Healthcare 27.93%
2 Technology 23.93%
3 Consumer Discretionary 9.85%
4 Financials 8.1%
5 Energy 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.7K ﹤0.01%
41,368
-30,700
77
– –
-146,104
78
– –
-7,921
79
– –
-24,760
1 2 3
4