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
$943M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$252K
3
+$249K
4
GLBE icon
Global E Online
GLBE
+$131K
5
GFL icon
GFL Environmental
GFL
+$128K

Top Sells

1
+$7.88M
2
+$5.09M
3
+$2.35M
4
OKTA icon
Okta
OKTA
+$1.73M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.39M

Sector Composition

1 Technology 30.39%
2 Communication Services 30.07%
3 Consumer Discretionary 19.84%
4 Financials 7.33%
5 Real Estate 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.15%
3,200
27
$1.35M 0.14%
12,549
-450
28
$1.21M 0.13%
7,275
29
$1.2M 0.13%
14,195
30
$1.12M 0.12%
9,894
31
$1.01M 0.11%
6,000
32
$938K 0.1%
1,024
33
$812K 0.09%
8,158
34
$700K 0.07%
6,289
35
$647K 0.07%
4,819
+319
36
$515K 0.05%
1,735
-165
37
$492K 0.05%
839
38
$448K 0.05%
765
39
$410K 0.04%
1,400
40
$298K 0.03%
1,080
41
$261K 0.03%
2,300
-100
42
$258K 0.03%
9,731
+16
43
$252K 0.03%
+4,265
44
$249K 0.03%
+1,075
45
$231K 0.02%
2,250
46
$229K 0.02%
2,535
47
$214K 0.02%
1,200
48
$209K 0.02%
1,235
49
– –
-377
50
– –
-23,469
1
2
3