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
876
$1.16K ﹤0.01%
16
877
$1.15K ﹤0.01%
+5
878
$1.15K ﹤0.01%
+5
879
$1.15K ﹤0.01%
+9
880
$1.15K ﹤0.01%
100
881
$1.14K ﹤0.01%
10
+3
882
$1.13K ﹤0.01%
+33
883
$1.13K ﹤0.01%
+31
884
$1.12K ﹤0.01%
+5
885
$1.12K ﹤0.01%
14
+8
886
$1.11K ﹤0.01%
16
-4
887
$1.11K ﹤0.01%
38
888
$1.11K ﹤0.01%
6
+1
889
$1.11K ﹤0.01%
23
+16
890
$1.11K ﹤0.01%
+22
891
$1.1K ﹤0.01%
18
+7
892
$1.1K ﹤0.01%
+184
893
$1.1K ﹤0.01%
4
-2
894
$1.09K ﹤0.01%
+16
895
$1.09K ﹤0.01%
+15
896
$1.09K ﹤0.01%
68
+33
897
$1.09K ﹤0.01%
50
+26
898
$1.09K ﹤0.01%
6
-2
899
$1.08K ﹤0.01%
+11
900
$1.08K ﹤0.01%
+11
34 35
36
37 38