BIM

Barton Investment Management Portfolio holdings

AUM $928M
1-Year Est. Return 19.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$965M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$1.44M
3
+$226K
4
VRT icon
Vertiv
VRT
+$224K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$145K

Top Sells

1
+$4.46M
2
+$3.82M
3
+$2.53M
4
SHOP icon
Shopify
SHOP
+$1M
5
OKTA icon
Okta
OKTA
+$703K

Sector Composition

1 Communication Services 35.59%
2 Technology 30.05%
3 Consumer Discretionary 15.64%
4 Financials 6.34%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.16%
16,440
-730
27
$1.48M 0.15%
6,000
28
$1.44M 0.15%
6,585
29
$1.35M 0.14%
12,549
30
$1.35M 0.14%
9,894
31
$1.24M 0.13%
3,200
32
$1.01M 0.11%
1,024
33
$780K 0.08%
6,289
34
$681K 0.07%
14,726
+856
35
$646K 0.07%
8,158
36
$619K 0.06%
3,920
37
$565K 0.06%
765
38
$553K 0.06%
1,735
39
$518K 0.05%
839
40
$432K 0.04%
1,400
41
$357K 0.04%
1,080
42
$296K 0.03%
4,265
43
$295K 0.03%
+2,300
44
$287K 0.03%
+1,040
45
$285K 0.03%
2,250
46
$248K 0.03%
2,535
47
$237K 0.02%
9,766
+18
48
$218K 0.02%
1,235
1
2