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
76
– –
-106,385
77
– –
-197,114
78
– –
-7,538
79
– –
-46,708
80
– –
-667
1 2 3
4