BFS
Bare Financial Services Portfolio holdings
AUM
$296M
This Quarter Return
+11.56%
1 Year Return
+10.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$49.7M
AUM Growth
–
Cap. Flow
+$49.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.93%
Holding
114
New
107
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Inspire 100 ETF
BIBL
|
$8.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$6.77M |
| 3 |
Capital Group International Focus Equity ETF
CGXU
|
$4.41M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$3.03M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.77% |
| 2 | Technology | 2.72% |
| 3 | Utilities | 0.87% |
| 4 | Consumer Discretionary | 0.65% |
| 5 | Energy | 0.42% |
