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
$644M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.7M
3
+$1.26M
4
BND icon
Vanguard Total Bond Market
BND
+$938K
5
OKTA icon
Okta
OKTA
+$798K

Top Sells

1
+$35M
2
+$2.8M
3
+$1.28M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$388K
5
CVX icon
Chevron
CVX
+$371K

Sector Composition

1 Communication Services 32.08%
2 Technology 30.38%
3 Consumer Discretionary 13.14%
4 Real Estate 9.98%
5 Financials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$894K 0.14%
6,179
27
$798K 0.12%
+6,921
28
$796K 0.12%
8,994
29
$781K 0.12%
8,994
30
$673K 0.1%
3,291
31
$603K 0.09%
11,375
32
$603K 0.09%
7,085
33
$584K 0.09%
3,120
34
$582K 0.09%
5,478
35
$482K 0.07%
3,870
36
$477K 0.07%
2,800
37
$452K 0.07%
1,200
38
$341K 0.05%
9,170
39
$275K 0.04%
4,000
40
$237K 0.04%
+4,740
41
$213K 0.03%
+3,626
42
$210K 0.03%
+3,900
43
– –
-3,124
44
– –
-311,061
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