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

Top Buys

1 +$871K
2 +$288K
3 +$225K
4
BMY icon
Bristol-Myers Squibb
BMY
+$188K
5
IYT icon
iShares US Transportation ETF
IYT
+$186K

Top Sells

1 +$1.34M
2 +$538K
3 +$454K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$373K
5
MSFT icon
Microsoft
MSFT
+$257K

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