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
76
$46.4K 0.02%
342
77
$46.3K 0.02%
654
+214
78
$42.1K 0.01%
230
+214
79
$39.5K 0.01%
366
+201
80
$39.2K 0.01%
171
81
$37.5K 0.01%
719
+628
82
$36.1K 0.01%
1,007
83
$35.5K 0.01%
200
84
$35.5K 0.01%
1,031
85
$34.9K 0.01%
742
86
$33.2K 0.01%
710
+50
87
$32.2K 0.01%
1,073
88
$31.6K 0.01%
89
+66
89
$31.2K 0.01%
40
+29
90
$29.9K 0.01%
212
+13
91
$29.9K 0.01%
704
92
$29.8K 0.01%
989
93
$29.5K 0.01%
+40
94
$29K 0.01%
366
+125
95
$26.9K 0.01%
188
+10
96
$26.3K 0.01%
1,087
+100
97
$25.5K 0.01%
799
+151
98
$25.4K 0.01%
366
+308
99
$25K 0.01%
244
+233
100
$24.7K 0.01%
96
+43
2 3
4
5 6