BFS
Bare Financial Services Portfolio holdings
AUM
$296M
1-Year Return
10.12%
This Quarter Return
-0.97%
1 Year Return
+10.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$260M
AUM Growth
+$11.5M
(+4.6%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
5.67%
Top 10 Holdings %
Top 10 Hldgs %
74.18%
Holding
941
New
796
Increased
61
Reduced
9
Closed
5
Top Buys
| 1 |
Inspire Corporate Bond ETF
IBD
|
$1.86M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.8M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$1.24M |
| 4 |
Timothy Plan US Large/Mid Cap Core ETF
TPLC
|
$1.2M |
| 5 |
Vanguard Value ETF
VTV
|
$1.15M |
Top Sells
Sector Composition
| 1 | Technology | 0.73% |
| 2 | Financials | 0.55% |
| 3 | Consumer Discretionary | 0.21% |
| 4 | Utilities | 0.15% |
| 5 | Communication Services | 0.11% |
