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
201
$9.18K ﹤0.01%
42
+37
202
$9.16K ﹤0.01%
520
+368
203
$9.14K ﹤0.01%
53
+42
204
$9.13K ﹤0.01%
182
+120
205
$9.11K ﹤0.01%
664
+443
206
$9.1K ﹤0.01%
93
+68
207
$9.07K ﹤0.01%
309
208
$8.9K ﹤0.01%
291
+219
209
$8.89K ﹤0.01%
72
+56
210
$8.85K ﹤0.01%
+248
211
$8.82K ﹤0.01%
67
+45
212
$8.82K ﹤0.01%
113
213
$8.79K ﹤0.01%
208
214
$8.72K ﹤0.01%
52
+34
215
$8.7K ﹤0.01%
22
+15
216
$8.66K ﹤0.01%
31
+25
217
$8.63K ﹤0.01%
70
+62
218
$8.59K ﹤0.01%
42
+29
219
$8.57K ﹤0.01%
41
+28
220
$8.56K ﹤0.01%
24
+18
221
$8.54K ﹤0.01%
32
+30
222
$8.54K ﹤0.01%
328
+254
223
$8.53K ﹤0.01%
95
+64
224
$8.47K ﹤0.01%
191
+121
225
$8.46K ﹤0.01%
273
7 8
9
10 11