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
$396M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$4.51M
2 +$3.71M
3 +$3.09M
4
EXAS icon
Exact Sciences
EXAS
+$3.05M
5
XYZ
Block Inc
XYZ
+$2.7M

Top Sells

1 +$66.3M
2 +$2.98M
3 +$2.39M
4
MA icon
Mastercard
MA
+$946K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$774K

Sector Composition

1 Healthcare 30.6%
2 Financials 13.07%
3 Communication Services 10.6%
4 Energy 8.34%
5 Technology 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,335
102
-12,500
103
-55,718
104
-3,500