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

Top Buys

1 +$566K
2 +$512K
3 +$472K
4
MCK icon
McKesson
MCK
+$463K
5
VT icon
Vanguard Total World Stock ETF
VT
+$382K

Top Sells

1 +$4.04M
2 +$992K
3 +$962K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$554K
5
ACI icon
Albertsons Companies
ACI
+$550K

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
-6,561