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
826
$1.34K ﹤0.01%
200
827
$1.34K ﹤0.01%
6
+3
828
$1.33K ﹤0.01%
29
+14
829
$1.33K ﹤0.01%
+9
830
$1.32K ﹤0.01%
+7
831
$1.32K ﹤0.01%
74
832
$1.32K ﹤0.01%
+4
833
$1.32K ﹤0.01%
+17
834
$1.31K ﹤0.01%
+126
835
$1.3K ﹤0.01%
+34
836
$1.29K ﹤0.01%
25
+15
837
$1.29K ﹤0.01%
+58
838
$1.29K ﹤0.01%
11
839
$1.28K ﹤0.01%
+69
840
$1.28K ﹤0.01%
+19
841
$1.27K ﹤0.01%
+12
842
$1.27K ﹤0.01%
+178
843
$1.27K ﹤0.01%
+23
844
$1.27K ﹤0.01%
+65
845
$1.27K ﹤0.01%
+63
846
$1.25K ﹤0.01%
+30
847
$1.25K ﹤0.01%
+14
848
$1.25K ﹤0.01%
+58
849
$1.25K ﹤0.01%
+16
850
$1.25K ﹤0.01%
+109
32 33
34
35 36