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
$541M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$938K
2 +$268K
3 +$222K
4
IYT icon
iShares US Transportation ETF
IYT
+$202K
5
SPG icon
Simon Property Group
SPG
+$189K

Top Sells

1 +$1.49M
2 +$608K
3 +$434K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$388K
5
MSFT icon
Microsoft
MSFT
+$279K

Sector Composition

1 Healthcare 27.94%
2 Technology 25.97%
3 Consumer Discretionary 9.85%
4 Financials 8.06%
5 Energy 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-700
77
-41,368