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

Top Buys

1 +$6.7M
2 +$6.38M
3 +$4.84M
4
AMZN icon
Amazon
AMZN
+$3.92M
5
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$1.3M

Top Sells

1 +$6.36M
2 +$5.7M
3 +$374K
4
ISRG icon
Intuitive Surgical
ISRG
+$337K
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