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
$492M
AUM Growth
-$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.8M
3
+$444K
4
OKTA icon
Okta
OKTA
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.26K

Top Sells

1
+$3.82M
2
+$3.01M
3
+$2.21M
4
DCT
Duck Creek Technologies, Inc. Common Stock
DCT
+$1.43M
5
SHOP icon
Shopify
SHOP
+$827K

Sector Composition

1 Technology 35.43%
2 Communication Services 21.87%
3 Consumer Discretionary 17.54%
4 Real Estate 9.81%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.23%
12,999
27
$1.05M 0.21%
18,222
-478
28
$957K 0.19%
9,894
29
$881K 0.18%
3,200
30
$703K 0.14%
8,158
31
$695K 0.14%
11,375
32
$555K 0.11%
5,879
33
$484K 0.1%
1,024
34
$458K 0.09%
1,650
-165
35
$453K 0.09%
3,360
36
$381K 0.08%
8,700
37
$377K 0.08%
2,500
38
$329K 0.07%
3,850
39
$317K 0.06%
1,400
40
$277K 0.06%
30,000
41
$242K 0.05%
1,200
1
2