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
$267M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$4.91M
3
+$4.69M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.79M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.73M

Top Sells

1
+$11.7M
2
+$7.79M
3
+$4.06M
4
XRX icon
Xerox
XRX
+$1.76M
5
KEP icon
Korea Electric Power
KEP
+$524K

Sector Composition

1 Healthcare 10.31%
2 Technology 9.98%
3 Communication Services 6.1%
4 Energy 5.42%
5 Financials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,596
77
– –
-6,026
78
– –
-2,140
1 2 3
4