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
776
$1.67K ﹤0.01%
31
+16
777
$1.66K ﹤0.01%
+2
778
$1.65K ﹤0.01%
18
-2
779
$1.65K ﹤0.01%
+154
780
$1.61K ﹤0.01%
8
+7
781
$1.59K ﹤0.01%
+34
782
$1.59K ﹤0.01%
35
+4
783
$1.59K ﹤0.01%
55
+34
784
$1.58K ﹤0.01%
11
785
$1.58K ﹤0.01%
+10
786
$1.57K ﹤0.01%
+42
787
$1.57K ﹤0.01%
5
788
$1.57K ﹤0.01%
+8
789
$1.56K ﹤0.01%
+41
790
$1.56K ﹤0.01%
+10
791
$1.55K ﹤0.01%
20
-4
792
$1.54K ﹤0.01%
38
+27
793
$1.52K ﹤0.01%
+54
794
$1.51K ﹤0.01%
+95
795
$1.51K ﹤0.01%
+24
796
$1.5K ﹤0.01%
17
+10
797
$1.49K ﹤0.01%
+82
798
$1.47K ﹤0.01%
+25
799
$1.47K ﹤0.01%
+40
800
$1.46K ﹤0.01%
+5
30 31
32
33 34