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
676
$2.95K ﹤0.01%
+44
677
$2.93K ﹤0.01%
+48
678
$2.93K ﹤0.01%
+23
679
$2.93K ﹤0.01%
255
+177
680
$2.9K ﹤0.01%
+45
681
$2.87K ﹤0.01%
298
+155
682
$2.86K ﹤0.01%
+34
683
$2.86K ﹤0.01%
+25
684
$2.86K ﹤0.01%
57
+48
685
$2.85K ﹤0.01%
+93
686
$2.84K ﹤0.01%
+13
687
$2.82K ﹤0.01%
11
+2
688
$2.81K ﹤0.01%
+5
689
$2.81K ﹤0.01%
+9
690
$2.81K ﹤0.01%
+65
691
$2.8K ﹤0.01%
19
+10
692
$2.76K ﹤0.01%
+11
693
$2.76K ﹤0.01%
120
694
$2.75K ﹤0.01%
39
+21
695
$2.74K ﹤0.01%
+49
696
$2.74K ﹤0.01%
+63
697
$2.73K ﹤0.01%
+73
698
$2.73K ﹤0.01%
+17
699
$2.72K ﹤0.01%
+21
700
$2.67K ﹤0.01%
79
+59
26 27
28
29 30