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
$361M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$565K
2 +$511K
3 +$463K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$427K
5
VT icon
Vanguard Total World Stock ETF
VT
+$372K

Top Sells

1 +$4.03M
2 +$997K
3 +$783K
4
ACI icon
Albertsons Companies
ACI
+$550K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$539K

Sector Composition

1 Technology 10.56%
2 Healthcare 7.9%
3 Industrials 7.16%
4 Consumer Staples 5.99%
5 Real Estate 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,857