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
701
$2.66K ﹤0.01%
+45
702
$2.65K ﹤0.01%
+71
703
$2.65K ﹤0.01%
84
+64
704
$2.64K ﹤0.01%
577
+346
705
$2.63K ﹤0.01%
+37
706
$2.61K ﹤0.01%
+1
707
$2.58K ﹤0.01%
+34
708
$2.57K ﹤0.01%
+84
709
$2.57K ﹤0.01%
186
+115
710
$2.56K ﹤0.01%
174
+128
711
$2.55K ﹤0.01%
49
+41
712
$2.49K ﹤0.01%
8
+7
713
$2.49K ﹤0.01%
+70
714
$2.48K ﹤0.01%
79
+64
715
$2.47K ﹤0.01%
211
+104
716
$2.47K ﹤0.01%
+69
717
$2.45K ﹤0.01%
+168
718
$2.45K ﹤0.01%
+100
719
$2.44K ﹤0.01%
+119
720
$2.43K ﹤0.01%
26
+15
721
$2.42K ﹤0.01%
+34
722
$2.42K ﹤0.01%
148
+101
723
$2.4K ﹤0.01%
+59
724
$2.38K ﹤0.01%
+10
725
$2.34K ﹤0.01%
+81
27 28
29
30 31