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
101
$24.3K 0.01%
196
+32
102
$24K 0.01%
660
+635
103
$22.7K 0.01%
1,013
+203
104
$22.5K 0.01%
524
-1,316
105
$22.1K 0.01%
510
+188
106
$21.9K 0.01%
596
107
$21.4K 0.01%
249
+43
108
$21K 0.01%
371
+89
109
$20.7K 0.01%
1,848
110
$20.5K 0.01%
612
111
$20.1K 0.01%
150
+120
112
$19.9K 0.01%
130
+113
113
$19.6K 0.01%
123
+107
114
$18.8K 0.01%
63
+44
115
$17.6K 0.01%
614
+105
116
$17.5K 0.01%
+279
117
$17.4K 0.01%
158
118
$17.3K 0.01%
733
+98
119
$17K 0.01%
24
+19
120
$16.9K 0.01%
36
+26
121
$16.4K 0.01%
220
+7
122
$16.2K 0.01%
119
+91
123
$16K 0.01%
472
+217
124
$16K 0.01%
653
+574
125
$15.9K 0.01%
28
3 4
5
6 7