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
801
$1.46K ﹤0.01%
+37
802
$1.44K ﹤0.01%
+128
803
$1.44K ﹤0.01%
5
+1
804
$1.44K ﹤0.01%
27
+10
805
$1.43K ﹤0.01%
44
806
$1.43K ﹤0.01%
13
-3
807
$1.42K ﹤0.01%
50
808
$1.42K ﹤0.01%
+10
809
$1.42K ﹤0.01%
+63
810
$1.41K ﹤0.01%
+99
811
$1.41K ﹤0.01%
+14
812
$1.41K ﹤0.01%
8
813
$1.4K ﹤0.01%
+15
814
$1.39K ﹤0.01%
19
+8
815
$1.39K ﹤0.01%
+12
816
$1.39K ﹤0.01%
+36
817
$1.39K ﹤0.01%
+8
818
$1.38K ﹤0.01%
+50
819
$1.38K ﹤0.01%
+50
820
$1.38K ﹤0.01%
+14
821
$1.37K ﹤0.01%
+34
822
$1.37K ﹤0.01%
+15
823
$1.36K ﹤0.01%
19
+11
824
$1.36K ﹤0.01%
+187
825
$1.36K ﹤0.01%
+27
31 32
33
34 35