BFS

Bare Financial Services Portfolio holdings

AUM $360M
1-Year Est. Return 13.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,322
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.3M
3
+$2.27M
4
VTV icon
Vanguard Value ETF
VTV
+$2.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.66M

Top Sells

1
+$1.4M
2
+$625K
3
+$490K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$489K
5
ACNB icon
ACNB Corp
ACNB
+$347K

Sector Composition

1 Technology 1.02%
2 Financials 0.63%
3 Consumer Discretionary 0.35%
4 Utilities 0.35%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.89K ﹤0.01%
176
+127
252
$7.85K ﹤0.01%
551
+344
253
$7.84K ﹤0.01%
113
+104
254
$7.83K ﹤0.01%
86
+62
255
$7.8K ﹤0.01%
+233
256
$7.77K ﹤0.01%
143
+120
257
$7.73K ﹤0.01%
124
-130
258
$7.72K ﹤0.01%
131
+82
259
$7.72K ﹤0.01%
89
+69
260
$7.71K ﹤0.01%
343
+227
261
$7.68K ﹤0.01%
24
+23
262
$7.67K ﹤0.01%
30
263
$7.67K ﹤0.01%
219
+175
264
$7.63K ﹤0.01%
69
+45
265
$7.63K ﹤0.01%
32
+21
266
$7.6K ﹤0.01%
50
+34
267
$7.58K ﹤0.01%
126
+89
268
$7.57K ﹤0.01%
63
+57
269
$7.56K ﹤0.01%
133
+107
270
$7.51K ﹤0.01%
14
+8
271
$7.5K ﹤0.01%
162
+153
272
$7.48K ﹤0.01%
80
+56
273
$7.48K ﹤0.01%
155
274
$7.47K ﹤0.01%
239
+190
275
$7.43K ﹤0.01%
120
+83
9 10
11
12 13