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
$824M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$2.55M
3
+$775K
4
GFL icon
GFL Environmental
GFL
+$542K
5
VTV icon
Vanguard Value ETF
VTV
+$201K

Top Sells

1
+$9.79M
2
+$4.68M
3
+$4.49M
4
SHOP icon
Shopify
SHOP
+$3.67M
5
AMZN icon
Amazon
AMZN
+$3.16M

Sector Composition

1 Technology 31.08%
2 Communication Services 27.37%
3 Consumer Discretionary 19.3%
4 Financials 7.72%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.18%
12,999
27
$1.22M 0.15%
20,929
+1,325
28
$1.12M 0.14%
9,894
29
$1.08M 0.13%
8,158
30
$997K 0.12%
14,508
+131
31
$914K 0.11%
7,275
32
$826K 0.1%
6,000
33
$770K 0.09%
6,289
34
$750K 0.09%
1,024
35
$541K 0.07%
1,034
-117
36
$452K 0.05%
5,000
37
$433K 0.05%
1,900
38
$392K 0.05%
1,080
39
$371K 0.05%
765
40
$350K 0.04%
1,400
41
$276K 0.03%
753
42
$271K 0.03%
1,200
43
$268K 0.03%
2,500
44
$241K 0.03%
8,700
45
$201K 0.02%
+1,235
46
$200K 0.02%
2,250
-1,600
47
– –
-40,000
48
– –
-358,193
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