BIM

Barton Investment Management Portfolio holdings

AUM $982M
1-Year Est. Return 48.15%
This Quarter Est. Return
1 Year Est. Return
+48.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752M
AUM Growth
-$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$246K
3
+$138K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$53.4K

Top Sells

1
+$24.9M
2
+$14.7M
3
+$8.98M
4
PYPL icon
PayPal
PYPL
+$4.61M
5
BL icon
BlackLine
BL
+$3.42M

Sector Composition

1 Communication Services 29.84%
2 Technology 27.87%
3 Consumer Discretionary 20.49%
4 Financials 7.24%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.2%
12,999
27
$1.27M 0.17%
21,849
+920
28
$1.03M 0.14%
9,894
29
$1.03M 0.14%
7,275
30
$1.01M 0.13%
8,158
31
$870K 0.12%
1,024
32
$739K 0.1%
14,053
-455
33
$653K 0.09%
6,000
34
$624K 0.08%
6,289
35
$457K 0.06%
839
-195
36
$440K 0.06%
1,900
37
$432K 0.06%
3,500
-1,500
38
$386K 0.05%
765
39
$357K 0.05%
1,080
40
$334K 0.04%
1,400
41
$252K 0.03%
1,200
42
$251K 0.03%
753
43
$243K 0.03%
8,700
44
– –
-2,500
45
– –
-2,250
46
– –
-1,235
1
2