BSWMG
Barrington Strategic Wealth Management Group Portfolio holdings
AUM
$198M
This Quarter Return
+5.88%
1 Year Return
+10.24%
3 Year Return
+17.89%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(-7.3%)
Cap. Flow
-$13.7M
Cap. Flow
% of AUM
-12.17%
Top 10 Holdings %
Top 10 Hldgs %
36.97%
Holding
101
New
7
Increased
58
Reduced
20
Closed
15
Top Buys
| 1 |
ProShares Short 20+ Year Treasury ETF
TBF
|
$3.67M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.2M |
| 3 |
Capital One
COF
|
$1.83M |
| 4 |
ADT
ADT CORP
ADT
|
$1M |
| 5 |
Ford
F
|
$901K |
Top Sells
Sector Composition
| 1 | Energy | 9.94% |
| 2 | Healthcare | 9.91% |
| 3 | Financials | 9.85% |
| 4 | Technology | 7.81% |
| 5 | Consumer Staples | 6.67% |