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
$292M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$536K
2 +$358K
3 +$247K
4
QCOM icon
Qualcomm
QCOM
+$204K
5
STZ icon
Constellation Brands
STZ
+$202K

Top Sells

1 +$14.2M
2 +$4.29M
3 +$3.66M
4
DIS icon
Walt Disney
DIS
+$3.43M
5
XOM icon
Exxon Mobil
XOM
+$2.54M

Sector Composition

1 Technology 13.38%
2 Real Estate 6.6%
3 Healthcare 6.19%
4 Communication Services 5.58%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-32,761
77
-52,639