BIM

Barton Investment Management Portfolio holdings

AUM $965M
1-Year Est. Return 51.95%
This Quarter Est. Return
1 Year Est. Return
+51.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.02M
3
+$771K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$730K
5
PYPL icon
PayPal
PYPL
+$620K

Top Sells

1
+$3.37M
2
+$703K
3
+$511K
4
KMI
KINDER MORGAN,INC
KMI
+$479K
5
QCOM icon
Qualcomm
QCOM
+$438K

Sector Composition

1 Communication Services 37.86%
2 Industrials 18.88%
3 Consumer Discretionary 11.28%
4 Real Estate 10.61%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$688K 0.16%
11,264
-184
27
$684K 0.16%
6,942
-365
28
$640K 0.15%
3,425
+300
29
$550K 0.13%
11,375
30
$541K 0.13%
5,888
31
$480K 0.11%
8,994
32
$480K 0.11%
+25,000
33
$477K 0.11%
3,200
34
$464K 0.11%
8,420
35
$437K 0.1%
4,000
36
$427K 0.1%
6,740
37
$383K 0.09%
3,260
+1,172
38
$311K 0.07%
9,170
39
$291K 0.07%
4,000
40
$290K 0.07%
1,200
41
$260K 0.06%
+14,189
42
$216K 0.05%
+1,544
43
– –
-16,000
44
– –
-9,270
45
– –
-2,613
46
– –
-25,000
1
2