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
426
$5.43K ﹤0.01%
224
+165
427
$5.43K ﹤0.01%
26
+16
428
$5.42K ﹤0.01%
42
+38
429
$5.42K ﹤0.01%
191
+138
430
$5.41K ﹤0.01%
98
+67
431
$5.39K ﹤0.01%
116
+85
432
$5.39K ﹤0.01%
70
+45
433
$5.39K ﹤0.01%
197
+162
434
$5.39K ﹤0.01%
20
+17
435
$5.38K ﹤0.01%
244
+162
436
$5.37K ﹤0.01%
11
+8
437
$5.37K ﹤0.01%
45
+32
438
$5.35K ﹤0.01%
319
+293
439
$5.34K ﹤0.01%
52
+34
440
$5.34K ﹤0.01%
+76
441
$5.32K ﹤0.01%
94
+67
442
$5.3K ﹤0.01%
37
+24
443
$5.3K ﹤0.01%
+111
444
$5.29K ﹤0.01%
158
+109
445
$5.29K ﹤0.01%
145
+104
446
$5.28K ﹤0.01%
22
+14
447
$5.26K ﹤0.01%
213
+159
448
$5.25K ﹤0.01%
29
+23
449
$5.23K ﹤0.01%
+339
450
$5.22K ﹤0.01%
715
+8
16 17
18
19 20