BIM

Barton Investment Management Portfolio holdings

AUM $928M
1-Year Est. Return 19.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$669M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$1.04M
3
+$111K
4
AMT icon
American Tower
AMT
+$11.1K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.57K

Top Sells

1
+$1.71M
2
+$601K
3
+$553K
4
SHOP icon
Shopify
SHOP
+$532K
5
QCOM icon
Qualcomm
QCOM
+$480K

Sector Composition

1 Communication Services 34.86%
2 Technology 23.23%
3 Consumer Discretionary 13.08%
4 Industrials 10.59%
5 Real Estate 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$786K 0.12%
3,120
27
$756K 0.11%
8,994
28
$654K 0.1%
8,994
29
$648K 0.1%
11,375
30
$556K 0.08%
7,085
31
$518K 0.08%
3,291
-200
32
$493K 0.07%
5,478
33
$478K 0.07%
3,870
-155
34
$463K 0.07%
2,800
-1,200
35
$397K 0.06%
1,200
36
$389K 0.06%
3,124
-136
37
$377K 0.06%
9,170
38
$332K 0.05%
7,020
-725
39
$287K 0.04%
4,000
40
$224K 0.03%
4,740
-2,000
1
2