BIA

Barry Investment Advisors Portfolio holdings

AUM $449M
1-Year Est. Return 27.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$38.2M
2 +$21.9M
3 +$20.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$12.2M
5
MSFT icon
Microsoft
MSFT
+$11.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.32%
2 Healthcare 11.17%
3 Energy 8.49%
4 Utilities 4.09%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$10K ﹤0.01%
+6