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
526
$4.63K ﹤0.01%
129
+89
527
$4.63K ﹤0.01%
49
+36
528
$4.63K ﹤0.01%
66
+49
529
$4.63K ﹤0.01%
130
+90
530
$4.62K ﹤0.01%
171
+116
531
$4.62K ﹤0.01%
12
+8
532
$4.61K ﹤0.01%
+154
533
$4.6K ﹤0.01%
192
+171
534
$4.6K ﹤0.01%
87
+51
535
$4.59K ﹤0.01%
+9
536
$4.59K ﹤0.01%
129
+83
537
$4.58K ﹤0.01%
9
+5
538
$4.58K ﹤0.01%
133
+86
539
$4.57K ﹤0.01%
37
+25
540
$4.57K ﹤0.01%
73
+58
541
$4.57K ﹤0.01%
95
+81
542
$4.56K ﹤0.01%
+36
543
$4.56K ﹤0.01%
3
+2
544
$4.55K ﹤0.01%
69
+46
545
$4.55K ﹤0.01%
17
+16
546
$4.54K ﹤0.01%
45
+30
547
$4.54K ﹤0.01%
45
+40
548
$4.52K ﹤0.01%
+44
549
$4.51K ﹤0.01%
+16
550
$4.49K ﹤0.01%
27
+23
20 21
22
23 24