BIA

Barry Investment Advisors Portfolio holdings

AUM $435M
1-Year Est. Return 16.57%
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$8.72M
3
+$7.74M
4
DEA
Easterly Government Properties
DEA
+$5.6M
5
SEDG icon
SolarEdge
SEDG
+$4.35M

Top Sells

1
+$7.76M
2
+$4.03M
3
+$3.27M
4
KEP icon
Korea Electric Power
KEP
+$2.91M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$988K

Sector Composition

1 Technology 12.82%
2 Healthcare 6.02%
3 Real Estate 5.92%
4 Communication Services 5.43%
5 Energy 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$411K 0.13%
32,761
-5,573
52
$373K 0.12%
6,389
-40
53
$332K 0.1%
3,824
54
$324K 0.1%
6,270
-420
55
$305K 0.1%
99,707
-52,844
56
$305K 0.1%
2,479
-332
57
$301K 0.09%
1
58
$294K 0.09%
2,822
+20
59
$294K 0.09%
11,802
+39
60
$287K 0.09%
2,667
-44
61
$275K 0.09%
1,512
62
$270K 0.08%
7,385
63
$269K 0.08%
4,979
-307
64
$268K 0.08%
4,393
-50
65
$231K 0.07%
+12,486
66
$229K 0.07%
4,750
+43
67
$211K 0.07%
+6,037
68
$211K 0.07%
2,519
-1,326
69
$203K 0.06%
+5,466
70
$201K 0.06%
+3,747
71
$141K 0.04%
2,835
-111
72
$108K 0.03%
12,333
-1,888
73
$7K ﹤0.01%
600
74
– –
-165,650
75
– –
-18,678
1 2
3
4